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MilWealth Group’s Schwab US Broad Market ETF SCHB Stock Holding History

MilWealth 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
2019
Q1 		– Sell
-1,086
Closed -$10.8K – 74
2018
Q4 		$10.8K Buy
+1,086
New +$11.7K 0.01% 51

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 $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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 $1.55T AUM 33.47% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

MilWealth Group's SCHB Position: Q1 2019 in Review

MilWealth Group sold out of Schwab US Broad Market ETF (SCHB) in Q1 2019, closing a stake of 1,086 shares — an estimated $10.8K sold.

MilWealth Group first reported a position in SCHB in Q4 2018 and held it in 1 quarter. The position peaked at $10.8K in Q4 2018. 558 funds tracked by Wall St. Rank hold SCHB as of Q1 2019.

  • MilWealth Group reported no remaining Schwab US Broad Market ETF position as of Q1 2019 after selling out during the quarter.
  • MilWealth Group sold 1,086 Schwab US Broad Market ETF shares in Q1 2019, an estimated $10.8K.
  • MilWealth Group first reported a position in Schwab US Broad Market ETF in Q4 2018 and held it in 1 quarter.
  • MilWealth Group's Schwab US Broad Market ETF position peaked at $10.8K in Q4 2018.
  • 558 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2019.

Based on MilWealth Group's 13F filing for Q1 2019, filed 9 May 2023.