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Mraz Amerine & Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Mraz Amerine & Associates’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
Q3 		– Sell
-51,288
Closed -$603K – 171
2019
Q2 		$603K Sell
51,288
-738
-1% -$8.52K 0.18% 76
2019
Q1 		$590K Buy
+52,026
New +$568K 0.18% 78

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Betterment LLC
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Northern Trust
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EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM

Mraz Amerine & Associates's SCHB Position: Q3 2019 in Review

Mraz Amerine & Associates sold out of Schwab US Broad Market ETF (SCHB) in Q3 2019, closing a stake of 51,288 shares — an estimated $603K sold.

Mraz Amerine & Associates first reported a position in SCHB in Q1 2019 and held it in 2 quarters. The position peaked at $603K in Q2 2019. 590 funds tracked by Wall St. Rank hold SCHB as of Q3 2019.

  • Mraz Amerine & Associates reported no remaining Schwab US Broad Market ETF position as of Q3 2019 after selling out during the quarter.
  • Mraz Amerine & Associates sold 51,288 Schwab US Broad Market ETF shares in Q3 2019, an estimated $603K.
  • Mraz Amerine & Associates first reported a position in Schwab US Broad Market ETF in Q1 2019 and held it in 2 quarters.
  • Mraz Amerine & Associates's Schwab US Broad Market ETF position peaked at $603K in Q2 2019.
  • 590 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2019.

Based on Mraz Amerine & Associates's 13F filing for Q3 2019, filed 12 Nov 2019.