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Measured Wealth Private Client Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Measured Wealth Private Client Group’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
-2,160
Closed -$25K – 578
2018
Q3 		$25K Buy
+2,160
New +$24.9K 0.02% 491

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

Measured Wealth Private Client Group's SCHB Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Schwab US Broad Market ETF (SCHB) in Q4 2018, closing a stake of 2,160 shares — an estimated $25K sold.

Measured Wealth Private Client Group first reported a position in SCHB in Q3 2018 and held it in 1 quarter. The position peaked at $25K in Q3 2018. 537 funds tracked by Wall St. Rank hold SCHB as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Schwab US Broad Market ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 2,160 Schwab US Broad Market ETF shares in Q4 2018, an estimated $25K.
  • Measured Wealth Private Client Group first reported a position in Schwab US Broad Market ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Schwab US Broad Market ETF position peaked at $25K in Q3 2018.
  • 537 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.