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Thompson Siegel & Walmsley’s Schwab US Broad Market ETF SCHB Stock Holding History

Thompson Siegel & Walmsley’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
2016
Q3 		– Sell
-300
Closed -$3K – 789
2016
Q2 		$3K Hold
300
– – ﹤0.01% 697
2016
Q1 		$2K Sell
300
-600
-67% -$4.66K ﹤0.01% 672
2015
Q4 		$7K Buy
+900
New +$7.42K ﹤0.01% 633

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Thompson Siegel & Walmsley's SCHB Position: Q3 2016 in Review

Thompson Siegel & Walmsley sold out of Schwab US Broad Market ETF (SCHB) in Q3 2016, closing a stake of 300 shares — an estimated $3K sold.

Thompson Siegel & Walmsley first reported a position in SCHB in Q4 2015 and held it in 3 quarters. The position peaked at $7K in Q4 2015. 271 funds tracked by Wall St. Rank hold SCHB as of Q3 2016.

  • Thompson Siegel & Walmsley reported no remaining Schwab US Broad Market ETF position as of Q3 2016 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 300 Schwab US Broad Market ETF shares in Q3 2016, an estimated $3K.
  • Thompson Siegel & Walmsley first reported a position in Schwab US Broad Market ETF in Q4 2015 and held it in 3 quarters.
  • Thompson Siegel & Walmsley's Schwab US Broad Market ETF position peaked at $7K in Q4 2015.
  • 271 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2016.

Based on Thompson Siegel & Walmsley's 13F filing for Q3 2016, filed 14 Nov 2016.