Wilbanks Smith & Thomas Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Wilbanks Smith & Thomas Asset 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
2019 Q4	–	Sell	-20,700	Closed	-$245K	–	442
2019 Q3	$245K	Sell	20,700 -2,724	-12%	-$32.2K	0.02%	359
2019 Q2	$275K	Buy	23,424 +3,618	+18%	+$41.8K	0.02%	335
2019 Q1	$225K	Sell	19,806 -28,686	-59%	-$313K	0.01%	372
2018 Q4	$484K	Buy	48,492 +26,676	+122%	+$288K	0.03%	208
2018 Q3	$256K	Buy	+21,816	New	+$251K	0.02%	339
2016 Q1	–	Sell	-27,600	Closed	-$226K	–	297
2015 Q4	$226K	Sell	27,600 -720	-3%	-$5.94K	0.02%	242
2015 Q3	$219K	Hold	28,320	–	–	0.03%	242
2015 Q2	$237K	Sell	28,320 -1,200	-4%	-$10.3K	0.02%	273
2015 Q1	$248K	Hold	29,520	–	–	0.02%	264
2014 Q4	$245K	Sell	29,520 -4,020	-12%	-$32.6K	0.03%	263
2014 Q3	$266K	Buy	33,540 +2,460	+8%	+$19.7K	0.03%	238
2014 Q2	$247K	Hold	31,080	–	–	0.03%	253
2014 Q1	$237K	Sell	31,080 -92,550	-75%	-$692K	0.03%	249
2013 Q4	$927K	Buy	123,630 +2,400	+2%	+$17.3K	0.11%	119
2013 Q3	$830K	Hold	121,230	–	–	0.11%	119
2013 Q2	$786K	Buy	+121,230	New	+$787K	0.12%	119

Other funds holding SCHB

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Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $426M AUM