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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

PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 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.

156 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.
  • 156 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.