Agran Libbie’s Schwab US Large- Cap ETF SCHX Stock Holding History

Agran Libbie’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
2015 Q2	–	Sell	-27,138	Closed	-$224K	–	133
2015 Q1	$224K	Buy	+27,138	New	+$223K	0.05%	126

Other funds holding SCHX

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Agran Libbie's SCHX Position: Q2 2015 in Review

Agran Libbie sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2015, closing a stake of 27,138 shares — an estimated $224K sold.

Agran Libbie first reported a position in SCHX in Q1 2015 and held it in 1 quarter. The position peaked at $224K in Q1 2015. 204 funds tracked by Wall St. Rank hold SCHX as of Q2 2015.

Agran Libbie reported no remaining Schwab US Large- Cap ETF position as of Q2 2015 after selling out during the quarter.
Agran Libbie sold 27,138 Schwab US Large- Cap ETF shares in Q2 2015, an estimated $224K.
Agran Libbie first reported a position in Schwab US Large- Cap ETF in Q1 2015 and held it in 1 quarter.
Agran Libbie's Schwab US Large- Cap ETF position peaked at $224K in Q1 2015.
204 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2015.

Based on Agran Libbie's 13F filing for Q2 2015, filed 28 Jul 2015.