Stanford Investment Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Stanford Investment 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
2017 Q1	–	Sell	-1,278	Closed	-$12K	–	236
2016 Q4	$12K	Buy	1,278 +6	+0.5%	+$53	0.01%	291
2016 Q3	$11K	Buy	1,272 +6	+0.5%	+$52	0.01%	311
2016 Q2	$11K	Buy	1,266 +156	+14%	+$1.29K	0.01%	294
2016 Q1	$9K	Buy	1,110 +6	+0.5%	+$47	0.01%	300
2015 Q4	$9K	Buy	1,104 +6	+0.5%	+$49	﹤0.01%	276
2015 Q3	$8K	Buy	1,098 +6	+0.5%	+$49	0.01%	285
2015 Q2	$9K	Buy	1,092 +6	+0.6%	+$51	0.01%	292
2015 Q1	$9K	Buy	1,086 +6	+0.6%	+$50	0.01%	291
2014 Q4	$9K	Buy	+1,080	New	+$8.75K	0.01%	295

Other funds holding SCHB

MFRM

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 Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanford Investment Group's SCHB Position: Q1 2017 in Review

Stanford Investment Group sold out of Schwab US Broad Market ETF (SCHB) in Q1 2017, closing a stake of 1,278 shares — an estimated $12K sold.

Stanford Investment Group first reported a position in SCHB in Q4 2014 and held it in 9 quarters. The position peaked at $12K in Q4 2016. 328 funds tracked by Wall St. Rank hold SCHB as of Q1 2017.

Stanford Investment Group reported no remaining Schwab US Broad Market ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 1,278 Schwab US Broad Market ETF shares in Q1 2017, an estimated $12K.
Stanford Investment Group first reported a position in Schwab US Broad Market ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Schwab US Broad Market ETF position peaked at $12K in Q4 2016.
328 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.