Appropriate Balance Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Appropriate Balance Financial 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
2017 Q3	$31.3K	Buy	11,256 +624	+6%	+$6.13K	1.55%	13
2017 Q2	$30.7K	Sell	10,632 -48	-0.4%	-$458	1.56%	13
2017 Q1	$31.6K	Sell	10,680 -179,394	-94%	-$1.66M	1.58%	13
2016 Q4	$1.69M	Buy	190,074 +87,636	+86%	+$761K	1.03%	14
2016 Q3	$881K	Sell	102,438 -1,896	-2%	-$16.3K	0.57%	18
2016 Q2	$865K	Sell	104,334 -2,094	-2%	-$17.2K	0.57%	17
2016 Q1	$866K	Buy	106,428 +366	+0.3%	+$2.83K	0.6%	15
2015 Q4	$858K	Buy	+106,062	New	+$865K	0.59%	10

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

Appropriate Balance Financial Services's SCHX Position: Q3 2017 in Review

Appropriate Balance Financial Services increased its Schwab US Large- Cap ETF (SCHX) stake by 5.9% in Q3 2017, buying an estimated $6.13K and bringing the position to 11,256 shares worth $31.3K. The position accounts for 1.55% of the portfolio, ranked #13.

Appropriate Balance Financial Services first reported a position in SCHX in Q4 2015 and has held it in 8 quarters since. The position peaked at $1.69M in Q4 2016. 378 funds tracked by Wall St. Rank hold SCHX as of Q3 2017.

Appropriate Balance Financial Services held 11,256 shares of Schwab US Large- Cap ETF worth $31.3K as of Q3 2017.
Appropriate Balance Financial Services bought 624 Schwab US Large- Cap ETF shares in Q3 2017, an estimated $6.13K.
Schwab US Large- Cap ETF made up 1.55% of Appropriate Balance Financial Services's portfolio in Q3 2017, its #13 holding.
Appropriate Balance Financial Services first reported a position in Schwab US Large- Cap ETF in Q4 2015 and has held it in 8 quarters since.
Appropriate Balance Financial Services's Schwab US Large- Cap ETF position peaked at $1.69M in Q4 2016.
378 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2017.

Based on Appropriate Balance Financial Services's 13F filing for Q3 2017, filed 10 Oct 2017.