LBA Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

LBA Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-6,138	Closed	-$52K	–	331
2015 Q1	$52K	Buy	6,138 +30	+0.5%	+$251	0.03%	167
2014 Q4	$51K	Buy	6,108 +24	+0.4%	+$194	0.03%	168
2014 Q3	$48K	Buy	6,084 +30	+0.5%	+$240	0.03%	171
2014 Q2	$48K	Buy	6,054 +24	+0.4%	+$185	0.04%	166
2014 Q1	$46K	Buy	+6,030	New	+$45.1K	0.04%	166

Other funds holding SCHB

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return