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Live Your Vision’s Schwab US Broad Market ETF SCHB Stock Holding History

Live Your Vision’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
2019
Q1 		$829K Buy
70,650
+14,838
+27% +$162K 0.25% 41
2018
Q4 		$580K Buy
55,812
+11,016
+25% +$119K 0.2% 45
2018
Q3 		$526K Buy
44,796
+2,094
+5% +$24.1K 0.17% 47
2018
Q2 		$480K Buy
42,702
+96
+0.2% +$1.05K 0.16% 46
2018
Q1 		$463K Buy
42,606
+2,376
+6% +$26.1K 0.16% 47
2017
Q4 		$453K Sell
40,230
-35,412
-47% -$371K 0.15% 49
2017
Q3 		$768K Buy
75,642
+612
+0.8% +$6.07K 0.27% 40
2017
Q2 		$747K Buy
75,030
+3,252
+5% +$31.4K 0.28% 39
2017
Q1 		$683K Buy
71,778
+1,734
+2% +$16.3K 0.27% 40
2016
Q4 		$633K Sell
70,044
-20,514
-23% -$181K 0.27% 43
2016
Q3 		$790K Buy
90,558
+5,028
+6% +$43.6K 0.34% 39
2016
Q2 		$717K Buy
85,530
+11,496
+16% +$95.4K 0.33% 40
2016
Q1 		$608K Buy
74,034
+3,120
+4% +$24.2K 0.29% 40
2015
Q4 		$580K Buy
70,914
+70,656
+27,386% +$583K 0.28% 49
2015
Q3 		$2K Buy
+258
New +$2.12K ﹤0.01% 284

Other funds holding SCHB

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 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

Live Your Vision's SCHB Position: Q1 2019 in Review

Live Your Vision increased its Schwab US Broad Market ETF (SCHB) stake by 27% in Q1 2019, buying an estimated $162K and bringing the position to 70,650 shares worth $829K. The position accounts for 0.25% of the portfolio, ranked #41.

Live Your Vision first reported a position in SCHB in Q3 2015 and has held it in 15 quarters since. 558 funds tracked by Wall St. Rank hold SCHB as of Q1 2019.

  • Live Your Vision held 70,650 shares of Schwab US Broad Market ETF worth $829K as of Q1 2019.
  • Live Your Vision bought 14,838 Schwab US Broad Market ETF shares in Q1 2019, an estimated $162K.
  • Schwab US Broad Market ETF made up 0.25% of Live Your Vision's portfolio in Q1 2019, its #41 holding.
  • Live Your Vision first reported a position in Schwab US Broad Market ETF in Q3 2015 and has held it in 15 quarters since.
  • 558 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.