American Financial Network Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

American Financial Network Advisory Services’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
2018 Q1	–	Sell	-3,348	Closed	-$36K	–	506
2017 Q4	$36K	Sell	3,348 -4,710	-58%	-$48.8K	0.02%	370
2017 Q3	$81K	Buy	+8,058	New	+$79.1K	0.03%	298

Other funds holding SCHX

CSIA

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

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

American Financial Network Advisory Services's SCHX Position: Q1 2018 in Review

American Financial Network Advisory Services sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2018, closing a stake of 3,348 shares — an estimated $36K sold.

American Financial Network Advisory Services first reported a position in SCHX in Q3 2017 and held it in 2 quarters. The position peaked at $81K in Q3 2017. 457 funds tracked by Wall St. Rank hold SCHX as of Q1 2018.

American Financial Network Advisory Services reported no remaining Schwab US Large- Cap ETF position as of Q1 2018 after selling out during the quarter.
American Financial Network Advisory Services sold 3,348 Schwab US Large- Cap ETF shares in Q1 2018, an estimated $36K.
American Financial Network Advisory Services first reported a position in Schwab US Large- Cap ETF in Q3 2017 and held it in 2 quarters.
American Financial Network Advisory Services's Schwab US Large- Cap ETF position peaked at $81K in Q3 2017.
457 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2018.

Based on American Financial Network Advisory Services's 13F filing for Q1 2018, filed 15 May 2018.