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Alpha Quant Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Alpha Quant 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
Q1 		$325K Buy
28,860
+360
+1% +$3.9K 0.33% 85
2018
Q4 		$284K Buy
+28,500
New +$306K 0.29% 99

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 $1.54B AUM 16.9% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Alpha Quant Advisors's SCHX Position: Q1 2019 in Review

Alpha Quant Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 1.3% in Q1 2019, buying an estimated $3.9K and bringing the position to 28,860 shares worth $325K. The position accounts for 0.33% of the portfolio, ranked #85.

Alpha Quant Advisors first reported a position in SCHX in Q4 2018 and has held it in 2 quarters since. 599 funds tracked by Wall St. Rank hold SCHX as of Q1 2019.

  • Alpha Quant Advisors held 28,860 shares of Schwab US Large- Cap ETF worth $325K as of Q1 2019.
  • Alpha Quant Advisors bought 360 Schwab US Large- Cap ETF shares in Q1 2019, an estimated $3.9K.
  • Schwab US Large- Cap ETF made up 0.33% of Alpha Quant Advisors's portfolio in Q1 2019, its #85 holding.
  • Alpha Quant Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 2 quarters since.
  • 599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2019.

Based on Alpha Quant Advisors's 13F filing for Q1 2019, filed 8 May 2019.