PFG
SCHB icon

Piershale Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Piershale Financial Group’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
2014
Q3 		– Sell
-348
Closed -$3K – 180
2014
Q2 		$3K Sell
348
-18
-5% -$139 ﹤0.01% 126
2014
Q1 		$3K Hold
366
– – ﹤0.01% 107
2013
Q4 		$3K Buy
366
+6
+2% +$43 ﹤0.01% 90
2013
Q3 		$2K Hold
360
– – ﹤0.01% 93
2013
Q2 		$2K Buy
+360
New +$2.34K ﹤0.01% 81

Other funds holding SCHB

PA
Planning Alternatives Birmingham, Michigan $933M AUM 28.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return

Piershale Financial Group's SCHB Position: Q3 2014 in Review

Piershale Financial Group sold out of Schwab US Broad Market ETF (SCHB) in Q3 2014, closing a stake of 348 shares — an estimated $3K sold.

Piershale Financial Group first reported a position in SCHB in Q2 2013 and held it in 5 quarters. The position peaked at $3K in Q2 2014. 157 funds tracked by Wall St. Rank hold SCHB as of Q3 2014.

  • Piershale Financial Group reported no remaining Schwab US Broad Market ETF position as of Q3 2014 after selling out during the quarter.
  • Piershale Financial Group sold 348 Schwab US Broad Market ETF shares in Q3 2014, an estimated $3K.
  • Piershale Financial Group first reported a position in Schwab US Broad Market ETF in Q2 2013 and held it in 5 quarters.
  • Piershale Financial Group's Schwab US Broad Market ETF position peaked at $3K in Q2 2014.
  • 157 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2014.

Based on Piershale Financial Group's 13F filing for Q3 2014, filed 21 Oct 2014.