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Sensible Financial Planning & Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Sensible Financial Planning & Management’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
2015
Q4 		– Sell
-570
Closed -$4K – 86
2015
Q3 		$4K Hold
570
– – ﹤0.01% 68
2015
Q2 		$5K Buy
+570
New +$4.87K ﹤0.01% 64
2015
Q1 		– Sell
-38,610
Closed -$321K – 55
2014
Q4 		$321K Sell
38,610
-18,654
-33% -$151K 0.33% 27
2014
Q3 		$454K Buy
+57,264
New +$458K 0.4% 21

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
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sensible Financial Planning & Management's SCHB Position: Q4 2015 in Review

Sensible Financial Planning & Management sold out of Schwab US Broad Market ETF (SCHB) in Q4 2015, closing a stake of 570 shares — an estimated $4K sold.

Sensible Financial Planning & Management first reported a position in SCHB in Q3 2014 and held it in 4 quarters. The position peaked at $454K in Q3 2014. 238 funds tracked by Wall St. Rank hold SCHB as of Q4 2015.

  • Sensible Financial Planning & Management reported no remaining Schwab US Broad Market ETF position as of Q4 2015 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 570 Schwab US Broad Market ETF shares in Q4 2015, an estimated $4K.
  • Sensible Financial Planning & Management first reported a position in Schwab US Broad Market ETF in Q3 2014 and held it in 4 quarters.
  • Sensible Financial Planning & Management's Schwab US Broad Market ETF position peaked at $454K in Q3 2014.
  • 238 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2015.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2015, filed 12 Feb 2016.