Palo Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Palo Capital’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
2018 Q4	$1.61M	Buy	161,124 +25,800	+19%	+$279K	0.68%	61
2018 Q3	$1.59M	Buy	135,324 +10,068	+8%	+$116K	0.57%	67
2018 Q2	$1.38M	Buy	125,256 +3,372	+3%	+$36.9K	0.5%	69
2018 Q1	$1.3M	Buy	+121,884	New	+$1.34M	0.47%	75

Other funds holding SCHB

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Palo Capital's SCHB Position: Q4 2018 in Review

Palo Capital increased its Schwab US Broad Market ETF (SCHB) stake by 19% in Q4 2018, buying an estimated $279K and bringing the position to 161,124 shares worth $1.61M. The position accounts for 0.68% of the portfolio, ranked #61.

Palo Capital first reported a position in SCHB in Q1 2018 and has held it in 4 quarters since. 538 funds tracked by Wall St. Rank hold SCHB as of Q4 2018.

Palo Capital held 161,124 shares of Schwab US Broad Market ETF worth $1.61M as of Q4 2018.
Palo Capital bought 25,800 Schwab US Broad Market ETF shares in Q4 2018, an estimated $279K.
Schwab US Broad Market ETF made up 0.68% of Palo Capital's portfolio in Q4 2018, its #61 holding.
Palo Capital first reported a position in Schwab US Broad Market ETF in Q1 2018 and has held it in 4 quarters since.
538 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.