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Truvvo Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Truvvo Partners’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
-1,119,456
Closed -$4.61M – 77
2018
Q1 		$4.61M Hold
1,119,456
– – 1.71% 15
2017
Q4 		$4.95M Hold
1,119,456
– – 1.68% 14
2017
Q3 		$4.4M Buy
1,119,456
+209,202
+23% +$2.08M 1.46% 15
2017
Q2 		$3.34M Buy
+910,254
New +$8.79M 1.21% 18

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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 $666B 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 $361M AUM 22.6% 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

Truvvo Partners's SCHB Position: Q2 2018 in Review

Truvvo Partners sold out of Schwab US Broad Market ETF (SCHB) in Q2 2018, closing a stake of 1,119,456 shares — an estimated $4.61M sold.

Truvvo Partners first reported a position in SCHB in Q2 2017 and held it in 4 quarters. The position peaked at $4.95M in Q4 2017. 461 funds tracked by Wall St. Rank hold SCHB as of Q2 2018.

  • Truvvo Partners reported no remaining Schwab US Broad Market ETF position as of Q2 2018 after selling out during the quarter.
  • Truvvo Partners sold 1,119,456 Schwab US Broad Market ETF shares in Q2 2018, an estimated $4.61M.
  • Truvvo Partners first reported a position in Schwab US Broad Market ETF in Q2 2017 and held it in 4 quarters.
  • Truvvo Partners's Schwab US Broad Market ETF position peaked at $4.95M in Q4 2017.
  • 461 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2018.

Based on Truvvo Partners's 13F filing for Q2 2018, filed 10 Aug 2018.