TH
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Timber Hill’s Schwab US Broad Market ETF SCHB Stock Holding History

Timber Hill’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
2018
Q2 		– Sell
-29,856
Closed -$317K – 242
2018
Q1 		$317K Sell
29,856
-2,280
-7% -$25.1K 0.05% 222
2017
Q4 		$346K Hold
32,136
– – 0.03% 459
2017
Q3 		$326K Sell
32,136
-4,230
-12% -$42K 0.06% 416
2017
Q2 		$354K Sell
36,366
-2,316
-6% -$22.4K 0.06% 669
2017
Q1 		$368K Buy
38,682
+1,224
+3% +$11.5K 0.04% 1640
2016
Q4 		$338K Buy
+37,458
New +$330K 0.04% 1846
2015
Q1 		– Sell
-39,912
Closed -$331K – 2803
2014
Q4 		$331K Sell
39,912
-3,000
-7% -$24.3K 0.02% 2111
2014
Q3 		$340K Hold
42,912
– – 0.03% 2198
2014
Q2 		$341K Sell
42,912
-126
-0.3% -$972 0.03% 2330
2014
Q1 		$328K Hold
43,038
– – 0.04% 2313
2013
Q4 		$323K Sell
43,038
-21,468
-33% -$154K 0.03% 2585
2013
Q3 		$442K Sell
64,506
-135,336
-68% -$920K 0.04% 2532
2013
Q2 		$1.3M Buy
+199,842
New +$1.3M 0.13% 1760

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $330M AUM 18.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return