QI
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QS Investors’s Schwab US Broad Market ETF SCHB Stock Holding History

QS Investors’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
2019
Q1 		– Sell
-900
Closed -$9K – 1833
2018
Q4 		$9K Hold
900
– – ﹤0.01% 1520
2018
Q3 		$11K Hold
900
– – ﹤0.01% 1539
2018
Q2 		$10K Sell
900
-600
-40% -$6.56K ﹤0.01% 1565
2018
Q1 		$16K Buy
1,500
+600
+67% +$6.59K ﹤0.01% 1533
2017
Q4 		$10K Hold
900
– – ﹤0.01% 1564
2017
Q3 		$9K Buy
900
+300
+50% +$2.98K ﹤0.01% 1596
2017
Q2 		$6K Sell
600
-1,140
-66% -$11K ﹤0.01% 1622
2017
Q1 		$17K Buy
+1,740
New +$16.3K ﹤0.01% 1614
2016
Q4 		– Sell
-372
Closed -$3K – 1956
2016
Q3 		$3K Sell
372
-2,520
-87% -$21.9K ﹤0.01% 1474
2016
Q2 		$24K Buy
+2,892
New +$24K ﹤0.01% 1420

Other funds holding SCHB

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $330M AUM 18.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return