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National Planning Corporation’s Schwab US Broad Market ETF SCHB Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-58,218
Closed -$591K – 506
2017
Q3 		$591K Sell
58,218
-50,808
-47% -$504K 0.05% 329
2017
Q2 		$1.07M Buy
+109,026
New +$1.05M 0.08% 245
2015
Q1 		– Sell
-1,320
Closed -$10.8K – 1792
2014
Q4 		$10.8K Buy
+1,320
New +$10.7K ﹤0.01% 2008

Other funds holding SCHB

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

National Planning Corporation's SCHB Position: Q4 2017 in Review

National Planning Corporation sold out of Schwab US Broad Market ETF (SCHB) in Q4 2017, closing a stake of 58,218 shares — an estimated $591K sold.

National Planning Corporation first reported a position in SCHB in Q4 2014 and held it in 3 quarters. The position peaked at $1.07M in Q2 2017. 433 funds tracked by Wall St. Rank hold SCHB as of Q4 2017.

  • National Planning Corporation reported no remaining Schwab US Broad Market ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 58,218 Schwab US Broad Market ETF shares in Q4 2017, an estimated $591K.
  • National Planning Corporation first reported a position in Schwab US Broad Market ETF in Q4 2014 and held it in 3 quarters.
  • National Planning Corporation's Schwab US Broad Market ETF position peaked at $1.07M in Q2 2017.
  • 433 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.