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Whitney & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

Whitney & Co’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
2018
Q4 		– Sell
-3,534
Closed -$40K – 384
2018
Q3 		$40K Buy
+3,534
New +$40.7K 0.01% 199

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MFRM
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Whitney & Co's SCHB Position: Q4 2018 in Review

Whitney & Co sold out of Schwab US Broad Market ETF (SCHB) in Q4 2018, closing a stake of 3,534 shares — an estimated $40K sold.

Whitney & Co first reported a position in SCHB in Q3 2018 and held it in 1 quarter. The position peaked at $40K in Q3 2018. 537 funds tracked by Wall St. Rank hold SCHB as of Q4 2018.

  • Whitney & Co reported no remaining Schwab US Broad Market ETF position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 3,534 Schwab US Broad Market ETF shares in Q4 2018, an estimated $40K.
  • Whitney & Co first reported a position in Schwab US Broad Market ETF in Q3 2018 and held it in 1 quarter.
  • Whitney & Co's Schwab US Broad Market ETF position peaked at $40K in Q3 2018.
  • 537 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.