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Washington Trust Bank’s Schwab US Broad Market ETF SCHB Stock Holding History

Washington Trust Bank’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
Q3 		– Sell
-1,824
Closed -$15K – 1171
2016
Q2 		$15K Buy
+1,824
New +$15.1K ﹤0.01% 521

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EK
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HP
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AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
UBS Group
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Washington Trust Bank's SCHB Position: Q3 2016 in Review

Washington Trust Bank sold out of Schwab US Broad Market ETF (SCHB) in Q3 2016, closing a stake of 1,824 shares — an estimated $15K sold.

Washington Trust Bank first reported a position in SCHB in Q2 2016 and held it in 1 quarter. The position peaked at $15K in Q2 2016. 271 funds tracked by Wall St. Rank hold SCHB as of Q3 2016.

  • Washington Trust Bank reported no remaining Schwab US Broad Market ETF position as of Q3 2016 after selling out during the quarter.
  • Washington Trust Bank sold 1,824 Schwab US Broad Market ETF shares in Q3 2016, an estimated $15K.
  • Washington Trust Bank first reported a position in Schwab US Broad Market ETF in Q2 2016 and held it in 1 quarter.
  • Washington Trust Bank's Schwab US Broad Market ETF position peaked at $15K in Q2 2016.
  • 271 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2016.

Based on Washington Trust Bank's 13F filing for Q3 2016, filed 4 Oct 2016.