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Quantum Capital Management (California)’s Schwab US Broad Market ETF SCHB Stock Holding History

Quantum Capital Management (California)’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
Q1 		– Sell
-1,458
Closed -$11K – 221
2013
Q4 		$11K Buy
+1,458
New +$10.5K ﹤0.01% 203

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DWM
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RPGK
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HCM
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HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Quantum Capital Management (California)'s SCHB Position: Q1 2014 in Review

Quantum Capital Management (California) sold out of Schwab US Broad Market ETF (SCHB) in Q1 2014, closing a stake of 1,458 shares — an estimated $11K sold.

Quantum Capital Management (California) first reported a position in SCHB in Q4 2013 and held it in 1 quarter. The position peaked at $11K in Q4 2013. 139 funds tracked by Wall St. Rank hold SCHB as of Q1 2014.

  • Quantum Capital Management (California) reported no remaining Schwab US Broad Market ETF position as of Q1 2014 after selling out during the quarter.
  • Quantum Capital Management (California) sold 1,458 Schwab US Broad Market ETF shares in Q1 2014, an estimated $11K.
  • Quantum Capital Management (California) first reported a position in Schwab US Broad Market ETF in Q4 2013 and held it in 1 quarter.
  • Quantum Capital Management (California)'s Schwab US Broad Market ETF position peaked at $11K in Q4 2013.
  • 139 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2014.

Based on Quantum Capital Management (California)'s 13F filing for Q1 2014, filed 16 May 2014.