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

Allegis 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
2016
Q4 		– Sell
-65,838
Closed -$566K – 266
2016
Q3 		$566K Sell
65,838
-30
-0% -$257 0.22% 128
2016
Q2 		$539K Sell
65,868
-1,980
-3% -$16.3K 0.27% 113
2016
Q1 		$552K Buy
67,848
+2,208
+3% +$17K 0.32% 106
2015
Q4 		$531K Buy
+65,640
New +$535K 0.3% 96

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Allegis Investment Advisors's SCHX Position: Q4 2016 in Review

Allegis Investment Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2016, closing a stake of 65,838 shares — an estimated $566K sold.

Allegis Investment Advisors first reported a position in SCHX in Q4 2015 and held it in 4 quarters. The position peaked at $566K in Q3 2016. 322 funds tracked by Wall St. Rank hold SCHX as of Q4 2016.

  • Allegis Investment Advisors reported no remaining Schwab US Large- Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 65,838 Schwab US Large- Cap ETF shares in Q4 2016, an estimated $566K.
  • Allegis Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2015 and held it in 4 quarters.
  • Allegis Investment Advisors's Schwab US Large- Cap ETF position peaked at $566K in Q3 2016.
  • 322 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2016.

Based on Allegis Investment Advisors's 13F filing for Q4 2016, filed 18 Jan 2017.