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

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Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $330M AUM 18.08% 1-Year Est. Return

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return