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MFA Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

MFA Wealth Advisors’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
Q1 		– Sell
-24,396
Closed -$276K – 58
2017
Q4 		$276K Buy
+24,396
New +$256K 0.19% 50

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 $52.8B AUM 15.34% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFA Wealth Advisors's SCHB Position: Q1 2018 in Review

MFA Wealth Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2018, closing a stake of 24,396 shares — an estimated $276K sold.

MFA Wealth Advisors first reported a position in SCHB in Q4 2017 and held it in 1 quarter. The position peaked at $276K in Q4 2017. 443 funds tracked by Wall St. Rank hold SCHB as of Q1 2018.

  • MFA Wealth Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2018 after selling out during the quarter.
  • MFA Wealth Advisors sold 24,396 Schwab US Broad Market ETF shares in Q1 2018, an estimated $276K.
  • MFA Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2017 and held it in 1 quarter.
  • MFA Wealth Advisors's Schwab US Broad Market ETF position peaked at $276K in Q4 2017.
  • 443 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2018.

Based on MFA Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.