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Accurate Investment Solutions’s Schwab US Large- Cap ETF SCHX Stock Holding History

Accurate Investment Solutions’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 		– Sell
-13,962
Closed -$140K – 525
2017
Q3 		$140K Sell
13,962
-8,730
-38% -$85.7K 0.11% 79
2017
Q2 		$218K Buy
+22,692
New +$216K 0.18% 54

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 $654B AUM 26.35% 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 $5.05B AUM 16.64% 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 $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $1.48B AUM 15.85% 1-Year Est. Return

Accurate Investment Solutions's SCHX Position: Q4 2017 in Review

Accurate Investment Solutions sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2017, closing a stake of 13,962 shares — an estimated $140K sold.

Accurate Investment Solutions first reported a position in SCHX in Q2 2017 and held it in 2 quarters. The position peaked at $218K in Q2 2017. 452 funds tracked by Wall St. Rank hold SCHX as of Q4 2017.

  • Accurate Investment Solutions reported no remaining Schwab US Large- Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Accurate Investment Solutions sold 13,962 Schwab US Large- Cap ETF shares in Q4 2017, an estimated $140K.
  • Accurate Investment Solutions first reported a position in Schwab US Large- Cap ETF in Q2 2017 and held it in 2 quarters.
  • Accurate Investment Solutions's Schwab US Large- Cap ETF position peaked at $218K in Q2 2017.
  • 452 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2017.

Based on Accurate Investment Solutions's 13F filing for Q4 2017, filed 11 Jan 2018.