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WFG Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

WFG 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
2015
Q1 		– Sell
-3,798
Closed -$32K – 2037
2014
Q4 		$32K Hold
3,798
– – 0.01% 1070
2014
Q3 		$30K Hold
3,798
– – 0.01% 1129
2014
Q2 		$30K Hold
3,798
– – 0.01% 1117
2014
Q1 		$29K Hold
3,798
– – 0.01% 1112
2013
Q4 		$28K Buy
+3,798
New +$27.3K ﹤0.01% 1204

Other funds holding SCHB

W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $933M AUM 28.32% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

WFG Advisors's SCHB Position: Q1 2015 in Review

WFG Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2015, closing a stake of 3,798 shares — an estimated $32K sold.

WFG Advisors first reported a position in SCHB in Q4 2013 and held it in 5 quarters. The position peaked at $32K in Q4 2014. 199 funds tracked by Wall St. Rank hold SCHB as of Q1 2015.

  • WFG Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 3,798 Schwab US Broad Market ETF shares in Q1 2015, an estimated $32K.
  • WFG Advisors first reported a position in Schwab US Broad Market ETF in Q4 2013 and held it in 5 quarters.
  • WFG Advisors's Schwab US Broad Market ETF position peaked at $32K in Q4 2014.
  • 199 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.