Mosaic Family Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Mosaic Family Wealth’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 Q2	–	Sell	-1,950	Closed	-$22K	–	524
2019 Q1	$22K	Hold	1,950	–	–	0.01%	425
2018 Q4	$19K	Sell	1,950 -48	-2%	-$519	0.01%	428
2018 Q3	$22K	Sell	1,998 -1,956	-49%	-$22.5K	0.01%	428
2018 Q2	$43K	Hold	3,954	–	–	0.02%	334
2018 Q1	$42K	Buy	3,954 +2,124	+116%	+$23.3K	0.02%	332
2017 Q4	$20K	Buy	+1,830	New	+$19.2K	0.01%	452

Other funds holding SCHB

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mosaic Family Wealth's SCHB Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Schwab US Broad Market ETF (SCHB) in Q2 2019, closing a stake of 1,950 shares — an estimated $22K sold.

Mosaic Family Wealth first reported a position in SCHB in Q4 2017 and held it in 6 quarters. The position peaked at $43K in Q2 2018. 582 funds tracked by Wall St. Rank hold SCHB as of Q2 2019.

Mosaic Family Wealth reported no remaining Schwab US Broad Market ETF position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 1,950 Schwab US Broad Market ETF shares in Q2 2019, an estimated $22K.
Mosaic Family Wealth first reported a position in Schwab US Broad Market ETF in Q4 2017 and held it in 6 quarters.
Mosaic Family Wealth's Schwab US Broad Market ETF position peaked at $43K in Q2 2018.
582 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.