Asset Planning Services (Pennsylvania)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q4	–	Sell	-3,576	Closed	-$40K	–	276
2018 Q3	$40K	Buy	3,576 +12	+0.3%	+$136	0.02%	138
2018 Q2	$39K	Buy	3,564 +18	+0.5%	+$194	0.02%	141
2018 Q1	$37K	Buy	3,546 +18	+0.5%	+$196	0.02%	145
2017 Q4	$38K	Buy	3,528 +12	+0.3%	+$124	0.02%	146
2017 Q3	$35K	Buy	3,516 +18	+0.5%	+$177	0.02%	165
2017 Q2	$34K	Buy	+3,498	New	+$33.4K	0.02%	156

Other funds holding SCHX

CSIA

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

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

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

DCM

DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s SCHX Position: Q4 2018 in Review

Asset Planning Services (Pennsylvania) sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2018, closing a stake of 3,576 shares — an estimated $40K sold.

Asset Planning Services (Pennsylvania) first reported a position in SCHX in Q2 2017 and held it in 6 quarters. The position peaked at $40K in Q3 2018. 584 funds tracked by Wall St. Rank hold SCHX as of Q4 2018.

Asset Planning Services (Pennsylvania) reported no remaining Schwab US Large- Cap ETF position as of Q4 2018 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 3,576 Schwab US Large- Cap ETF shares in Q4 2018, an estimated $40K.
Asset Planning Services (Pennsylvania) first reported a position in Schwab US Large- Cap ETF in Q2 2017 and held it in 6 quarters.
Asset Planning Services (Pennsylvania)'s Schwab US Large- Cap ETF position peaked at $40K in Q3 2018.
584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2018.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2018, filed 14 Feb 2019.