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Secrest Blakey & Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Secrest Blakey & Associates’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
Q4 		– Sell
-83,472
Closed -$988K – 111
2019
Q3 		$988K Sell
83,472
-10,890
-12% -$129K 0.82% 35
2019
Q2 		$1.11M Buy
94,362
+1,026
+1% +$11.8K 0.97% 29
2019
Q1 		$1.06M Sell
93,336
-17,706
-16% -$193K 1.03% 27
2018
Q4 		$1.11M Sell
111,042
-8,304
-7% -$89.8K 0.93% 32
2018
Q3 		$1.4M Buy
119,346
+612
+0.5% +$7.05K 1.08% 24
2018
Q2 		$1.31M Buy
118,734
+6,816
+6% +$74.5K 1.03% 26
2018
Q1 		$1.19M Sell
111,918
-8,490
-7% -$93.3K 1.02% 27
2017
Q4 		$1.29M Buy
+120,408
New +$1.26M 1.05% 26

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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $330M AUM 18.08% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM