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

Ruggie Capital Group’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
-2,412
Closed -$24K – 397
2018
Q4 		$24K Buy
+2,412
New +$26.1K 0.01% 241

Other funds holding SCHB

MFRM
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Wealthfront Advisers
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $361M AUM 22.6% 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

Ruggie Capital Group's SCHB Position: Q1 2019 in Review

Ruggie Capital Group sold out of Schwab US Broad Market ETF (SCHB) in Q1 2019, closing a stake of 2,412 shares — an estimated $24K sold.

Ruggie Capital Group first reported a position in SCHB in Q4 2018 and held it in 1 quarter. The position peaked at $24K in Q4 2018. 558 funds tracked by Wall St. Rank hold SCHB as of Q1 2019.

  • Ruggie Capital Group reported no remaining Schwab US Broad Market ETF position as of Q1 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 2,412 Schwab US Broad Market ETF shares in Q1 2019, an estimated $24K.
  • Ruggie Capital Group first reported a position in Schwab US Broad Market ETF in Q4 2018 and held it in 1 quarter.
  • Ruggie Capital Group's Schwab US Broad Market ETF position peaked at $24K in Q4 2018.
  • 558 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.