WA
SCHB icon

Winfield Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Winfield Associates’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
Q1 		– Sell
-570
Closed -$7K – 543
2017
Q4 		$7K Hold
570
– – ﹤0.01% 480
2017
Q3 		$6K Hold
570
– – ﹤0.01% 479
2017
Q2 		$6K Buy
570
+330
+138% +$3.19K ﹤0.01% 491
2017
Q1 		$2K Hold
240
– – ﹤0.01% 603
2016
Q4 		$2K Buy
+240
New +$2.11K ﹤0.01% 563

Other funds holding SCHB

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HP
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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Winfield Associates's SCHB Position: Q1 2018 in Review

Winfield Associates sold out of Schwab US Broad Market ETF (SCHB) in Q1 2018, closing a stake of 570 shares — an estimated $7K sold.

Winfield Associates first reported a position in SCHB in Q4 2016 and held it in 5 quarters. The position peaked at $7K in Q4 2017. 444 funds tracked by Wall St. Rank hold SCHB as of Q1 2018.

  • Winfield Associates reported no remaining Schwab US Broad Market ETF position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 570 Schwab US Broad Market ETF shares in Q1 2018, an estimated $7K.
  • Winfield Associates first reported a position in Schwab US Broad Market ETF in Q4 2016 and held it in 5 quarters.
  • Winfield Associates's Schwab US Broad Market ETF position peaked at $7K in Q4 2017.
  • 444 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.