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MYCIO Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-259,848
Closed -$3.33M – 319
2019
Q4 		$3.33M Buy
259,848
+6,306
+2% +$77.4K 0.22% 56
2019
Q3 		$3M Sell
253,542
-67,842
-21% -$802K 0.22% 49
2019
Q2 		$3.78M Buy
321,384
+65,970
+26% +$762K 0.3% 42
2019
Q1 		$2.9M Buy
255,414
+2,244
+0.9% +$24.5K 0.24% 47
2018
Q4 		$2.53M Buy
253,170
+13,470
+6% +$146K 0.24% 51
2018
Q3 		$2.81M Buy
239,700
+1,386
+0.6% +$16K 0.27% 39
2018
Q2 		$2.62M Buy
238,314
+163,182
+217% +$1.78M 0.27% 39
2018
Q1 		$799K Buy
75,132
+2,376
+3% +$26.1K 0.09% 92
2017
Q4 		$789K Sell
72,756
-408
-0.6% -$4.28K 0.09% 96
2017
Q3 		$742K Buy
73,164
+2,682
+4% +$26.6K 0.08% 105
2017
Q2 		$687K Buy
70,482
+2,286
+3% +$22.1K 0.08% 108
2017
Q1 		$649K Buy
68,196
+144
+0.2% +$1.35K 0.08% 117
2016
Q4 		$614K Buy
68,052
+33,522
+97% +$295K 0.08% 107
2016
Q3 		$301K Hold
34,530
– – 0.05% 134
2016
Q2 		$289K Buy
34,530
+33,606
+3,637% +$279K 0.05% 133
2016
Q1 		$8K Buy
924
+6
+0.7% +$47 ﹤0.01% 549
2015
Q4 		$8K Buy
918
+6
+0.7% +$49 ﹤0.01% 562
2015
Q3 		$7K Buy
912
+6
+0.7% +$49 ﹤0.01% 614
2015
Q2 		$8K Hold
906
– – ﹤0.01% 549
2015
Q1 		$8K Sell
906
-2,994
-77% -$25K ﹤0.01% 508
2014
Q4 		$32K Buy
3,900
+1,806
+86% +$14.6K 0.01% 331
2014
Q3 		$17K Buy
2,094
+1,200
+134% +$9.59K ﹤0.01% 391
2014
Q2 		$7K Buy
+894
New +$6.89K ﹤0.01% 501

Other funds holding SCHB

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
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

MYCIO Wealth Partners's SCHB Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Schwab US Broad Market ETF (SCHB) in Q1 2020, closing a stake of 259,848 shares — an estimated $3.33M sold.

MYCIO Wealth Partners first reported a position in SCHB in Q2 2014 and held it in 23 quarters. The position peaked at $3.78M in Q2 2019. 652 funds tracked by Wall St. Rank hold SCHB as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Schwab US Broad Market ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 259,848 Schwab US Broad Market ETF shares in Q1 2020, an estimated $3.33M.
  • MYCIO Wealth Partners first reported a position in Schwab US Broad Market ETF in Q2 2014 and held it in 23 quarters.
  • MYCIO Wealth Partners's Schwab US Broad Market ETF position peaked at $3.78M in Q2 2019.
  • 652 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.