Ancora Family Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Ancora Family Wealth 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 Q3	$6.14M	Buy	713,268 +72,222	+11%	+$619K	2.09%	5
2016 Q2	$5.32M	Sell	641,046 -1,794	-0.3%	-$14.7K	2.01%	6
2016 Q1	$5.23M	Buy	642,840 +48,168	+8%	+$372K	2.13%	6
2015 Q4	$4.81M	Sell	594,672 -105,144	-15%	-$857K	2.06%	8
2015 Q3	$5.34M	Buy	+699,816	New	+$5.66M	2.22%	4

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 $1.81B AUM 22.3% 1-Year Est. Return

HSA

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

EWM

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

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

CCA

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Ancora Family Wealth Advisors's SCHX Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 11% in Q3 2016, buying an estimated $619K and bringing the position to 713,268 shares worth $6.14M. The position accounts for 2.09% of the portfolio, ranked #5.

Ancora Family Wealth Advisors first reported a position in SCHX in Q3 2015 and has held it in 5 quarters since. 279 funds tracked by Wall St. Rank hold SCHX as of Q3 2016.

Ancora Family Wealth Advisors held 713,268 shares of Schwab US Large- Cap ETF worth $6.14M as of Q3 2016.
Ancora Family Wealth Advisors bought 72,222 Schwab US Large- Cap ETF shares in Q3 2016, an estimated $619K.
Schwab US Large- Cap ETF made up 2.09% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #5 holding.
Ancora Family Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2015 and has held it in 5 quarters since.
279 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.