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Vantage Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Vantage Investment Advisors’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
Q3 		$173K Sell
14,748
-180
-1% -$2.08K 0.04% 161
2018
Q2 		$164K Buy
14,928
+6,570
+79% +$71.8K 0.04% 163
2018
Q1 		$89K Buy
8,358
+906
+12% +$9.95K 0.02% 211
2017
Q4 		$80K Buy
7,452
+996
+15% +$10.4K 0.02% 234
2017
Q3 		$66K Buy
6,456
+1,422
+28% +$14.1K 0.02% 236
2017
Q2 		$49K Buy
5,034
+36
+0.7% +$348 0.01% 262
2017
Q1 		$48K Buy
4,998
+2,418
+94% +$22.7K 0.02% 250
2016
Q4 		$23K Hold
2,580
– – 0.01% 383
2016
Q3 		$22K Buy
2,580
+60
+2% +$521 0.01% 384
2016
Q2 		$21K Hold
2,520
– – 0.01% 412
2016
Q1 		$21K Hold
2,520
– – 0.01% 402
2015
Q4 		$21K Hold
2,520
– – 0.01% 379
2015
Q3 		$19K Hold
2,520
– – 0.01% 384
2015
Q2 		$21K Sell
2,520
-2,280
-48% -$19.5K 0.01% 371
2015
Q1 		$40K Buy
4,800
+2,400
+100% +$20.1K 0.01% 377
2014
Q4 		$20K Buy
+2,400
New +$19.4K 0.01% 383

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 $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vantage Investment Advisors's SCHB Position: Q3 2018 in Review

Vantage Investment Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 1.2% in Q3 2018, selling an estimated $2.08K and leaving 14,748 shares worth $173K. The position accounts for 0.04% of the portfolio, ranked #161.

Vantage Investment Advisors first reported a position in SCHB in Q4 2014 and has held it in 16 quarters since. 475 funds tracked by Wall St. Rank hold SCHB as of Q3 2018.

  • Vantage Investment Advisors held 14,748 shares of Schwab US Broad Market ETF worth $173K as of Q3 2018.
  • Vantage Investment Advisors sold 180 Schwab US Broad Market ETF shares in Q3 2018, an estimated $2.08K.
  • Schwab US Broad Market ETF made up 0.04% of Vantage Investment Advisors's portfolio in Q3 2018, its #161 holding.
  • Vantage Investment Advisors first reported a position in Schwab US Broad Market ETF in Q4 2014 and has held it in 16 quarters since.
  • 475 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.