BBR Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

BBR Partners’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
2019 Q1	–	Sell	-98,154	Closed	-$977K	–	145
2018 Q4	$977K	Buy	+98,154	New	+$1.05M	0.13%	68

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 $1.54B AUM 16.9% 1-Year Est. Return

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

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

HSA

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

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

BBR Partners's SCHX Position: Q1 2019 in Review

BBR Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2019, closing a stake of 98,154 shares — an estimated $977K sold.

BBR Partners first reported a position in SCHX in Q4 2018 and held it in 1 quarter. The position peaked at $977K in Q4 2018. 599 funds tracked by Wall St. Rank hold SCHX as of Q1 2019.

BBR Partners reported no remaining Schwab US Large- Cap ETF position as of Q1 2019 after selling out during the quarter.
BBR Partners sold 98,154 Schwab US Large- Cap ETF shares in Q1 2019, an estimated $977K.
BBR Partners first reported a position in Schwab US Large- Cap ETF in Q4 2018 and held it in 1 quarter.
BBR Partners's Schwab US Large- Cap ETF position peaked at $977K in Q4 2018.
599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2019.

Based on BBR Partners's 13F filing for Q1 2019, filed 10 May 2019.