YorkBridge Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-2,076	Closed	-$24K	–	551
2019 Q2	$24K	Hold	2,076	–	–	0.01%	447
2019 Q1	$24K	Buy	2,076 +144	+7%	+$1.57K	0.01%	444
2018 Q4	$19K	Hold	1,932	–	–	0.01%	475
2018 Q3	$23K	Hold	1,932	–	–	0.01%	494
2018 Q2	$21K	Hold	1,932	–	–	0.01%	530
2018 Q1	$21K	Hold	1,932	–	–	0.01%	516
2017 Q4	$21K	Buy	1,932 +138	+8%	+$1.45K	0.01%	505
2017 Q3	$18K	Hold	1,794	–	–	0.01%	553
2017 Q2	$18K	Hold	1,794	–	–	0.01%	537
2017 Q1	$17K	Buy	1,794 +594	+50%	+$5.57K	0.01%	544
2016 Q4	$11K	Buy	+1,200	New	+$10.6K	0.01%	571

Other funds holding SCHB

MFRM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Evergreen Advisors Chattanooga, Tennessee $469M AUM

YorkBridge Wealth Partners's SCHB Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Schwab US Broad Market ETF (SCHB) in Q3 2019, closing a stake of 2,076 shares — an estimated $24K sold.

YorkBridge Wealth Partners first reported a position in SCHB in Q4 2016 and held it in 11 quarters. The position peaked at $24K in Q2 2019. 590 funds tracked by Wall St. Rank hold SCHB as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Schwab US Broad Market ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 2,076 Schwab US Broad Market ETF shares in Q3 2019, an estimated $24K.
YorkBridge Wealth Partners first reported a position in Schwab US Broad Market ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Schwab US Broad Market ETF position peaked at $24K in Q2 2019.
590 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.