LI
SCHB icon

LVZ Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

LVZ Inc’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
Q3 		– Sell
-20,142
Closed -$222K – 80
2018
Q2 		$222K Hold
20,142
– – 0.06% 66
2018
Q1 		$214K Buy
+20,142
New +$221K 0.06% 60
2017
Q3 		– Sell
-31,860
Closed -$310K – 73
2017
Q2 		$310K Hold
31,860
– – 0.11% 48
2017
Q1 		$303K Sell
31,860
-22,680
-42% -$213K 0.11% 45
2016
Q4 		$492K Buy
54,540
+19,464
+55% +$171K 0.2% 31
2016
Q3 		$306K Sell
35,076
-1,260
-3% -$10.9K 0.13% 42
2016
Q2 		$305K Buy
+36,336
New +$302K 0.14% 38

Other funds holding SCHB

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LVZ Inc's SCHB Position: Q3 2018 in Review

LVZ Inc sold out of Schwab US Broad Market ETF (SCHB) in Q3 2018, closing a stake of 20,142 shares — an estimated $222K sold.

LVZ Inc first reported a position in SCHB in Q2 2016 and held it in 7 quarters. The position peaked at $492K in Q4 2016. 475 funds tracked by Wall St. Rank hold SCHB as of Q3 2018.

  • LVZ Inc reported no remaining Schwab US Broad Market ETF position as of Q3 2018 after selling out during the quarter.
  • LVZ Inc sold 20,142 Schwab US Broad Market ETF shares in Q3 2018, an estimated $222K.
  • LVZ Inc first reported a position in Schwab US Broad Market ETF in Q2 2016 and held it in 7 quarters.
  • LVZ Inc's Schwab US Broad Market ETF position peaked at $492K in Q4 2016.
  • 475 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2018.

Based on LVZ Inc's 13F filing for Q3 2018, filed 19 Oct 2018.