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Atwood & Palmer’s Schwab US Large- Cap ETF SCHX Stock Holding History

Atwood & Palmer’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
Q1 		– Sell
-10,176
Closed -$82K – 379
2015
Q4 		$82K Hold
10,176
– – 0.02% 176
2015
Q3 		$78K Buy
+10,176
New +$82.3K 0.02% 167

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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Atwood & Palmer's SCHX Position: Q1 2016 in Review

Atwood & Palmer sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2016, closing a stake of 10,176 shares — an estimated $82K sold.

Atwood & Palmer first reported a position in SCHX in Q3 2015 and held it in 2 quarters. The position peaked at $82K in Q4 2015. 254 funds tracked by Wall St. Rank hold SCHX as of Q1 2016.

  • Atwood & Palmer reported no remaining Schwab US Large- Cap ETF position as of Q1 2016 after selling out during the quarter.
  • Atwood & Palmer sold 10,176 Schwab US Large- Cap ETF shares in Q1 2016, an estimated $82K.
  • Atwood & Palmer first reported a position in Schwab US Large- Cap ETF in Q3 2015 and held it in 2 quarters.
  • Atwood & Palmer's Schwab US Large- Cap ETF position peaked at $82K in Q4 2015.
  • 254 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2016.

Based on Atwood & Palmer's 13F filing for Q1 2016, filed 28 Apr 2016.