Mirae Asset Global Investments
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Mirae Asset Global Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

Mirae Asset Global Investments’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
Q4 		– Sell
-906,216
Closed -$10.7M – 1500
2019
Q3 		$10.7M Sell
906,216
-7,529,400
-89% -$89M 0.07% 294
2019
Q2 		$99.2M Sell
8,435,616
-1,171,800
-12% -$13.5M 0.68% 25
2019
Q1 		$109M Buy
9,607,416
+1,434,600
+18% +$15.7M 0.8% 18
2018
Q4 		$81.6M Buy
8,172,816
+3,258,000
+66% +$35.2M 0.74% 23
2018
Q3 		$57.7M Hold
4,914,816
– – 0.43% 46
2018
Q2 		$54.1M Sell
4,914,816
-174,000
-3% -$1.9M 0.74% 31
2018
Q1 		$54.1M Sell
5,088,816
-4,518,600
-47% -$49.6M 0.71% 36
2017
Q4 		$103M Sell
9,607,416
-2,203,200
-19% -$23.1M 1.38% 17
2017
Q3 		$120M Sell
11,810,616
-3,663,600
-24% -$36.4M 2.18% 7
2017
Q2 		$151M Sell
15,474,216
-597,600
-4% -$5.77M 2.62% 6
2017
Q1 		$153M Buy
16,071,816
+637,200
+4% +$5.98M 2.85% 7
2016
Q4 		$139M Sell
15,434,616
-2,778,420
-15% -$24.5M 3.12% 4
2016
Q3 		$159M Buy
18,213,036
+2,986,200
+20% +$25.9M 3.28% 6
2016
Q2 		$128M Buy
15,226,836
+2,283,054
+18% +$18.9M 3.29% 5
2016
Q1 		$106M Buy
+12,943,782
New +$101M 2.88% 7
2014
Q4 		– Sell
-702,684
Closed -$5.57M – 465
2014
Q3 		$5.57M Buy
702,684
+175,860
+33% +$1.41M 0.2% 69
2014
Q2 		$4.19M Hold
526,824
– – 0.09% 82
2014
Q1 		$4.01M Hold
526,824
– – 0.1% 70
2013
Q4 		$3.95M Buy
+526,824
New +$3.79M 0.17% 81

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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Mirae Asset Global Investments's SCHB Position: Q4 2019 in Review

Mirae Asset Global Investments sold out of Schwab US Broad Market ETF (SCHB) in Q4 2019, closing a stake of 906,216 shares — an estimated $10.7M sold.

Mirae Asset Global Investments first reported a position in SCHB in Q4 2013 and held it in 19 quarters. The position peaked at $159M in Q3 2016. 681 funds tracked by Wall St. Rank hold SCHB as of Q4 2019.

  • Mirae Asset Global Investments reported no remaining Schwab US Broad Market ETF position as of Q4 2019 after selling out during the quarter.
  • Mirae Asset Global Investments sold 906,216 Schwab US Broad Market ETF shares in Q4 2019, an estimated $10.7M.
  • Mirae Asset Global Investments first reported a position in Schwab US Broad Market ETF in Q4 2013 and held it in 19 quarters.
  • Mirae Asset Global Investments's Schwab US Broad Market ETF position peaked at $159M in Q3 2016.
  • 681 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2019.

Based on Mirae Asset Global Investments's 13F filing for Q4 2019, filed 12 Feb 2020.