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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $330M AUM 18.08% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return