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Placemark Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

Placemark Investments’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
Q4 		– Sell
-10,548
Closed -$84K – 1685
2014
Q3 		$84K Buy
10,548
+5,688
+117% +$45.5K ﹤0.01% 1616
2014
Q2 		$39K Sell
4,860
-6,744
-58% -$52K ﹤0.01% 1616
2014
Q1 		$88K Buy
11,604
+168
+1% +$1.26K ﹤0.01% 1565
2013
Q4 		$86K Buy
11,436
+246
+2% +$1.77K ﹤0.01% 1591
2013
Q3 		$76K Buy
+11,190
New +$76K ﹤0.01% 1547

Other funds holding SCHB

PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return

Placemark Investments's SCHB Position: Q4 2014 in Review

Placemark Investments sold out of Schwab US Broad Market ETF (SCHB) in Q4 2014, closing a stake of 10,548 shares — an estimated $84K sold.

Placemark Investments first reported a position in SCHB in Q3 2013 and held it in 5 quarters. The position peaked at $88K in Q1 2014. 183 funds tracked by Wall St. Rank hold SCHB as of Q4 2014.

  • Placemark Investments reported no remaining Schwab US Broad Market ETF position as of Q4 2014 after selling out during the quarter.
  • Placemark Investments sold 10,548 Schwab US Broad Market ETF shares in Q4 2014, an estimated $84K.
  • Placemark Investments first reported a position in Schwab US Broad Market ETF in Q3 2013 and held it in 5 quarters.
  • Placemark Investments's Schwab US Broad Market ETF position peaked at $88K in Q1 2014.
  • 183 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.