4IG
SCHX icon

440 Investment Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

440 Investment Group’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
2017
Q4 		$493K Buy
+46,374
New +$480K 0.35% 70

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

440 Investment Group's SCHX Position: Q4 2017 in Review

440 Investment Group opened a new position in Schwab US Large- Cap ETF (SCHX) in Q4 2017: 46,374 shares worth $493K. The stake represents 0.35% of the portfolio and ranks #70 among its holdings.

452 funds tracked by Wall St. Rank hold SCHX as of Q4 2017.

  • 440 Investment Group held 46,374 shares of Schwab US Large- Cap ETF worth $493K as of Q4 2017.
  • Schwab US Large- Cap ETF was a new 440 Investment Group position in Q4 2017.
  • Schwab US Large- Cap ETF made up 0.35% of 440 Investment Group's portfolio in Q4 2017, its #70 holding.
  • 452 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.