LA
SCHB icon

Leonetti & Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Leonetti & Associates’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 		$259K Hold
25,932
– – 0.1% 32
2018
Q3 		$304K Hold
25,932
– – 0.08% 33
2018
Q2 		$285K Buy
25,932
+4,800
+23% +$52.5K 0.08% 35
2018
Q1 		$225K Sell
21,132
-2,400
-10% -$26.4K 0.07% 40
2017
Q4 		$253K Hold
23,532
– – 0.07% 38
2017
Q3 		$239K Buy
+23,532
New +$234K 0.06% 42

Other funds holding SCHB

Wealthfront Advisers
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
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

Leonetti & Associates's SCHB Position: Q4 2018 in Review

Leonetti & Associates held its Schwab US Broad Market ETF (SCHB) position steady in Q4 2018 at 25,932 shares worth $259K. The position accounts for 0.1% of the portfolio, ranked #32.

Leonetti & Associates first reported a position in SCHB in Q3 2017 and has held it in 6 quarters since. The position peaked at $304K in Q3 2018. 537 funds tracked by Wall St. Rank hold SCHB as of Q4 2018.

  • Leonetti & Associates held 25,932 shares of Schwab US Broad Market ETF worth $259K as of Q4 2018.
  • Leonetti & Associates left its Schwab US Broad Market ETF share count unchanged in Q4 2018.
  • Schwab US Broad Market ETF made up 0.1% of Leonetti & Associates's portfolio in Q4 2018, its #32 holding.
  • Leonetti & Associates first reported a position in Schwab US Broad Market ETF in Q3 2017 and has held it in 6 quarters since.
  • Leonetti & Associates's Schwab US Broad Market ETF position peaked at $304K in Q3 2018.
  • 537 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2018.

Based on Leonetti & Associates's 13F filing for Q4 2018, filed 19 Feb 2019.