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

RegentAtlantic Capital’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 Q2	–	Sell	-57,546	Closed	-$547K	–	409
2017 Q1	$547K	Sell	57,546 -26,448	-31%	-$248K	0.05%	264
2016 Q4	$758K	Hold	83,994	–	–	0.07%	223
2016 Q3	$732K	Buy	+83,994	New	+$729K	0.08%	228
2015 Q1	–	Sell	-6,000	Closed	-$50.2K	–	830
2014 Q4	$50.2K	Buy	+6,000	New	+$48.6K	﹤0.01%	580

Other funds holding SCHB

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

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

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

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

Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return

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