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Wealthspire Advisors (Maryland)’s Schwab US Broad Market ETF SCHB Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-9,558
Closed -$108K – 1714
2019
Q1 		$108K Buy
9,558
+192
+2% +$2.1K 0.01% 615
2018
Q4 		$94K Buy
9,366
+48
+0.5% +$519 0.01% 624
2018
Q3 		$109K Buy
9,318
+42
+0.5% +$484 0.01% 650
2018
Q2 		$102K Sell
9,276
-3,000
-24% -$32.8K 0.01% 700
2018
Q1 		$131K Buy
12,276
+624
+5% +$6.86K 0.01% 606
2017
Q4 		$125K Buy
11,652
+54
+0.5% +$566 0.01% 632
2017
Q3 		$118K Buy
11,598
+3,048
+36% +$30.3K 0.01% 644
2017
Q2 		$83K Buy
8,550
+42
+0.5% +$406 0.01% 759
2017
Q1 		$81K Buy
8,508
+30
+0.4% +$281 0.01% 664
2016
Q4 		$77K Buy
8,478
+54
+0.6% +$476 0.01% 661
2016
Q3 		$73K Buy
8,424
+30
+0.4% +$260 0.01% 669
2016
Q2 		$70K Buy
8,394
+42
+0.5% +$349 0.01% 636
2016
Q1 		$69K Buy
8,352
+2,184
+35% +$17K 0.01% 621
2015
Q4 		$50K Buy
+6,168
New +$50.9K 0.01% 715

Other funds holding SCHB

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
HP
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SCHB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Schwab US Broad Market ETF (SCHB) in Q2 2019, closing a stake of 9,558 shares — an estimated $108K sold.

Wealthspire Advisors (Maryland) first reported a position in SCHB in Q4 2015 and held it in 14 quarters. The position peaked at $131K in Q1 2018. 582 funds tracked by Wall St. Rank hold SCHB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Schwab US Broad Market ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 9,558 Schwab US Broad Market ETF shares in Q2 2019, an estimated $108K.
  • Wealthspire Advisors (Maryland) first reported a position in Schwab US Broad Market ETF in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Schwab US Broad Market ETF position peaked at $131K in Q1 2018.
  • 582 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.