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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

QS Investors's SCHB Position: Q1 2019 in Review

QS Investors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2019, closing a stake of 900 shares — an estimated $9K sold.

QS Investors first reported a position in SCHB in Q2 2016 and held it in 10 quarters. The position peaked at $24K in Q2 2016. 558 funds tracked by Wall St. Rank hold SCHB as of Q1 2019.

QS Investors reported no remaining Schwab US Broad Market ETF position as of Q1 2019 after selling out during the quarter.
QS Investors sold 900 Schwab US Broad Market ETF shares in Q1 2019, an estimated $9K.
QS Investors first reported a position in Schwab US Broad Market ETF in Q2 2016 and held it in 10 quarters.
QS Investors's Schwab US Broad Market ETF position peaked at $24K in Q2 2016.
558 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2019.

Based on QS Investors's 13F filing for Q1 2019, filed 15 May 2019.