LCNB Corp’s Schwab US Broad Market ETF SCHB Stock Holding History

LCNB Corp’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
2018 Q4	–	Sell	-19,416	Closed	-$228K	–	147
2018 Q3	$228K	Buy	+19,416	New	+$224K	0.16%	128

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RPGK

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

LCNB Corp's SCHB Position: Q4 2018 in Review

LCNB Corp sold out of Schwab US Broad Market ETF (SCHB) in Q4 2018, closing a stake of 19,416 shares — an estimated $228K sold.

LCNB Corp first reported a position in SCHB in Q3 2018 and held it in 1 quarter. The position peaked at $228K in Q3 2018. 537 funds tracked by Wall St. Rank hold SCHB as of Q4 2018.

LCNB Corp reported no remaining Schwab US Broad Market ETF position as of Q4 2018 after selling out during the quarter.
LCNB Corp sold 19,416 Schwab US Broad Market ETF shares in Q4 2018, an estimated $228K.
LCNB Corp first reported a position in Schwab US Broad Market ETF in Q3 2018 and held it in 1 quarter.
LCNB Corp's Schwab US Broad Market ETF position peaked at $228K in Q3 2018.
537 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2018.

Based on LCNB Corp's 13F filing for Q4 2018, filed 19 Feb 2019.