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

Pointe Capital Management’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
Q1 		– Sell
-322,824
Closed -$2.92M – 212
2016
Q4 		$2.92M Buy
+322,824
New +$2.84M 1.66% 17

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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 $59.1B AUM 18.41% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pointe Capital Management's SCHB Position: Q1 2017 in Review

Pointe Capital Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2017, closing a stake of 322,824 shares — an estimated $2.92M sold.

Pointe Capital Management first reported a position in SCHB in Q4 2016 and held it in 1 quarter. The position peaked at $2.92M in Q4 2016. 328 funds tracked by Wall St. Rank hold SCHB as of Q1 2017.

  • Pointe Capital Management reported no remaining Schwab US Broad Market ETF position as of Q1 2017 after selling out during the quarter.
  • Pointe Capital Management sold 322,824 Schwab US Broad Market ETF shares in Q1 2017, an estimated $2.92M.
  • Pointe Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2016 and held it in 1 quarter.
  • Pointe Capital Management's Schwab US Broad Market ETF position peaked at $2.92M in Q4 2016.
  • 328 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2017.

Based on Pointe Capital Management's 13F filing for Q1 2017, filed 25 May 2017.