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	–	441
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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MFRM

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $469M AUM

Wilbanks Smith & Thomas Asset Management's SCHB Position: Q4 2019 in Review

Wilbanks Smith & Thomas Asset Management sold out of Schwab US Broad Market ETF (SCHB) in Q4 2019, closing a stake of 20,700 shares — an estimated $245K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SCHB in Q2 2013 and held it in 16 quarters. The position peaked at $927K in Q4 2013. 682 funds tracked by Wall St. Rank hold SCHB as of Q4 2019.

Wilbanks Smith & Thomas Asset Management reported no remaining Schwab US Broad Market ETF position as of Q4 2019 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 20,700 Schwab US Broad Market ETF shares in Q4 2019, an estimated $245K.
Wilbanks Smith & Thomas Asset Management first reported a position in Schwab US Broad Market ETF in Q2 2013 and held it in 16 quarters.
Wilbanks Smith & Thomas Asset Management's Schwab US Broad Market ETF position peaked at $927K in Q4 2013.
682 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2019.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2019, filed 13 Feb 2020.