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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

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

RegentAtlantic Capital's SCHB Position: Q2 2017 in Review

RegentAtlantic Capital sold out of Schwab US Broad Market ETF (SCHB) in Q2 2017, closing a stake of 57,546 shares — an estimated $547K sold.

RegentAtlantic Capital first reported a position in SCHB in Q4 2014 and held it in 4 quarters. The position peaked at $758K in Q4 2016. 337 funds tracked by Wall St. Rank hold SCHB as of Q2 2017.

  • RegentAtlantic Capital reported no remaining Schwab US Broad Market ETF position as of Q2 2017 after selling out during the quarter.
  • RegentAtlantic Capital sold 57,546 Schwab US Broad Market ETF shares in Q2 2017, an estimated $547K.
  • RegentAtlantic Capital first reported a position in Schwab US Broad Market ETF in Q4 2014 and held it in 4 quarters.
  • RegentAtlantic Capital's Schwab US Broad Market ETF position peaked at $758K in Q4 2016.
  • 337 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2017.

Based on RegentAtlantic Capital's 13F filing for Q2 2017, filed 25 Jul 2017.