Stifel Trust’s Schwab US Broad Market ETF SCHB Stock Holding History

Stifel Trust’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
2014 Q3	$20K	Buy	+2,514	New	+$20.1K	﹤0.01%	355

Other funds holding SCHB

Planning Alternatives Birmingham, Michigan $933M AUM 28.32% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return

Stifel Trust's SCHB Position: Q3 2014 in Review

Stifel Trust opened a new position in Schwab US Broad Market ETF (SCHB) in Q3 2014: 2,514 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #355 among its holdings.

157 funds tracked by Wall St. Rank hold SCHB as of Q3 2014.

Stifel Trust held 2,514 shares of Schwab US Broad Market ETF worth $20K as of Q3 2014.
Schwab US Broad Market ETF was a new Stifel Trust position in Q3 2014.
Schwab US Broad Market ETF made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #355 holding.
157 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.