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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 $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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return