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Evensky & Katz LLC Buys Schwab U.S. REIT, Schwab U.S. ...

Evensky & Katz LLC

  • New Purchases: SCHM ,
  • Added Positions: SCHB , SCHH , SCHA, MINT, VTI, CSJ, DJP, SPHQ, MGC, SCHE,
  • Reduced Positions:VNQ, AOM, IWV, SCHF, IJH, IWM, IWS, SPY, VIG, SCHC,

For the details of Evensky & Katz LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Evensky+%26+Katz+LLC

These are the top 5 holdings of Evensky & Katz LLC

  1. iShares Russell 3000 ( IWV ) - 923,475 shares, 26.89% of the total portfolio. Shares reduced by 2.11%
  2. Schwab U.S. Broad Market ( SCHB ) - 2,119,195 shares, 25.14% of the total portfolio. Shares added by 4.51%
  3. iShares S&P Mid-Cap 400 Value ( IJJ ) - 289,869 shares, 9.22% of the total portfolio. Shares added by 0.58%
  4. iPath Pure Beta Broad Commodity ETN ( BCM ) - 939,415 shares, 5.61% of the total portfolio. Shares added by 0.72%
  5. PowerShares S&P 500 Quality Portfolio ( SPHQ ) - 855,827 shares, 4.87% of the total portfolio. Shares added by 1.54%

New Purchase: Schwab U.S. Mid Cap (SCHM)

Evensky & Katz LLC initiated holdings in Schwab U.S. Mid Cap. The purchase prices were between $41.18 and $46.41, with an estimated average price of $43.54. The stock is now traded at around $45.61. The impact to the portfolio due to this purchase was 0.06%. The holdings were 6,194 shares as of 2016-12-31.

Added: Schwab U.S. REIT (SCHH)

Evensky & Katz LLC added to the holdings in Schwab U.S. REIT by 31524.47%. The purchase prices were between $38.61 and $41.82, with an estimated average price of $40.05. The stock is now traded at around $41.29. The impact to the portfolio due to this purchase was 0.8%. The holdings were 89,181 shares as of 2016-12-31.

Added: Schwab U.S. Small-Cap (SCHA)

Evensky & Katz LLC added to the holdings in Schwab U.S. Small-Cap by 849.35%. The purchase prices were between $53.59 and $63.28, with an estimated average price of $58.13. The stock is now traded at around $61.42. The impact to the portfolio due to this purchase was 0.42%. The holdings were 351,059 shares as of 2016-12-31.

Added: iPath Bloomberg Commodity Index Total Return ETN (DJP)

Evensky & Katz LLC added to the holdings in iPath Bloomberg Commodity Index Total Return ETN by 604.49%. The purchase prices were between $22.56 and $24.36, with an estimated average price of $23.55. The stock is now traded at around $24.48. The impact to the portfolio due to this purchase was 0.09%. The holdings were 18,528 shares as of 2016-12-31.

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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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