1 North Wealth Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

1 North Wealth Services’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$5K	Hold	420	–	–	﹤0.01%	255
2019 Q3	$5K	Buy	+420	New	+$4.95K	﹤0.01%	216
2019 Q1	$5K	Hold	420	–	–	﹤0.01%	200
2018 Q4	$4K	Buy	+420	New	+$4.51K	﹤0.01%	214

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

1 North Wealth Services's SCHX Position: Q4 2019 in Review

1 North Wealth Services held its Schwab US Large- Cap ETF (SCHX) position steady in Q4 2019 at 420 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

1 North Wealth Services first reported a position in SCHX in Q4 2018 and has held it in 4 quarters since. 728 funds tracked by Wall St. Rank hold SCHX as of Q4 2019.

1 North Wealth Services held 420 shares of Schwab US Large- Cap ETF worth $5K as of Q4 2019.
1 North Wealth Services left its Schwab US Large- Cap ETF share count unchanged in Q4 2019.
Schwab US Large- Cap ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #255 holding.
1 North Wealth Services first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 4 quarters since.
728 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.