Willingdon Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Willingdon Wealth 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
2020 Q1	$48K	Hold	4,800	–	–	0.01%	151
2019 Q4	$62K	Hold	4,800	–	–	0.01%	164
2019 Q3	$57K	Hold	4,800	–	–	0.01%	164
2019 Q2	$56K	Hold	4,800	–	–	0.01%	163
2019 Q1	$54K	Hold	4,800	–	–	0.01%	172
2018 Q4	$48K	Hold	4,800	–	–	0.01%	181
2018 Q3	$56K	Hold	4,800	–	–	0.02%	198
2018 Q2	$53K	Hold	4,800	–	–	0.02%	181
2018 Q1	$51K	Hold	4,800	–	–	0.02%	159
2017 Q4	$52K	Hold	4,800	–	–	0.02%	155
2017 Q3	$49K	Buy	+4,800	New	+$47.6K	0.02%	157

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return