Vector Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Vector Wealth Management’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 Q4	$6.66M	Buy	737,076 +185,100	+34%	+$1.63M	4.67%	6
2016 Q3	$4.81M	Buy	551,976 +302,532	+121%	+$2.63M	3.3%	10
2016 Q2	$2.09M	Buy	+249,444	New	+$2.07M	1.42%	14
2013 Q4	–	Sell	-82,770	Closed	-$567K	–	63
2013 Q3	$567K	Buy	82,770 +22,122	+36%	+$150K	0.41%	26
2013 Q2	$393K	Buy	+60,648	New	+$394K	0.29%	33

Other funds holding SCHB

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

FPCG

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vector Wealth Management's SCHB Position: Q4 2016 in Review

Vector Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 34% in Q4 2016, buying an estimated $1.63M and bringing the position to 737,076 shares worth $6.66M. The position accounts for 4.67% of the portfolio, ranked #6.

Vector Wealth Management first reported a position in SCHB in Q2 2013 and has held it in 5 quarters since. 310 funds tracked by Wall St. Rank hold SCHB as of Q4 2016.

Vector Wealth Management held 737,076 shares of Schwab US Broad Market ETF worth $6.66M as of Q4 2016.
Vector Wealth Management bought 185,100 Schwab US Broad Market ETF shares in Q4 2016, an estimated $1.63M.
Schwab US Broad Market ETF made up 4.67% of Vector Wealth Management's portfolio in Q4 2016, its #6 holding.
Vector Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2013 and has held it in 5 quarters since.
310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.