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Alera Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-3,972
Closed -$45K – 831
2019
Q1 		$45K Buy
+3,972
New +$43K 0.02% 177

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Alera Investment Advisors's SCHX Position: Q2 2019 in Review

Alera Investment Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2019, closing a stake of 3,972 shares — an estimated $45K sold.

Alera Investment Advisors first reported a position in SCHX in Q1 2019 and held it in 1 quarter. The position peaked at $45K in Q1 2019. 613 funds tracked by Wall St. Rank hold SCHX as of Q2 2019.

  • Alera Investment Advisors reported no remaining Schwab US Large- Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 3,972 Schwab US Large- Cap ETF shares in Q2 2019, an estimated $45K.
  • Alera Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's Schwab US Large- Cap ETF position peaked at $45K in Q1 2019.
  • 613 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.