QCI Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

QCI Asset 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
2020 Q2	–	Sell	-6,360	Closed	-$64K	–	403
2020 Q1	$64K	Buy	6,360 +210	+3%	+$2.54K	0.01%	209
2019 Q4	$79K	Hold	6,150	–	–	0.01%	222
2019 Q3	$73K	Hold	6,150	–	–	0.01%	232
2019 Q2	$72K	Hold	6,150	–	–	0.01%	234
2019 Q1	$70K	Hold	6,150	–	–	0.01%	233
2018 Q4	$61K	Sell	6,150 -1,074	-15%	-$11.6K	0.01%	240
2018 Q3	$85K	Buy	7,224 +4,974	+221%	+$57.3K	0.01%	209
2018 Q2	$25K	Sell	2,250 -990	-31%	-$10.8K	﹤0.01%	319
2018 Q1	$34K	Hold	3,240	–	–	﹤0.01%	302
2017 Q4	$35K	Hold	3,240	–	–	﹤0.01%	298
2017 Q3	$33K	Buy	3,240 +1,878	+138%	+$18.6K	﹤0.01%	269
2017 Q2	$13K	Buy	1,362 +1,212	+808%	+$11.7K	﹤0.01%	397
2017 Q1	$1K	Buy	+150	New	+$1.41K	﹤0.01%	544

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return