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Beta Wealth Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Beta Wealth Group’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
2014
Q1 		$389K Buy
52,170
+7,692
+17% +$56.3K 4.54% 7
2013
Q4 		$327K Buy
+44,478
New +$313K 4.14% 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 $1.81B AUM 22.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AHS
Aspiriant Holdings S3 Los Angeles, California $233M AUM 3.13% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beta Wealth Group's SCHX Position: Q1 2014 in Review

Beta Wealth Group increased its Schwab US Large- Cap ETF (SCHX) stake by 17% in Q1 2014, buying an estimated $56.3K and bringing the position to 52,170 shares worth $389K. The position accounts for 4.54% of the portfolio, ranked #7.

Beta Wealth Group first reported a position in SCHX in Q4 2013 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold SCHX as of Q1 2014.

  • Beta Wealth Group held 52,170 shares of Schwab US Large- Cap ETF worth $389K as of Q1 2014.
  • Beta Wealth Group bought 7,692 Schwab US Large- Cap ETF shares in Q1 2014, an estimated $56.3K.
  • Schwab US Large- Cap ETF made up 4.54% of Beta Wealth Group's portfolio in Q1 2014, its #7 holding.
  • Beta Wealth Group first reported a position in Schwab US Large- Cap ETF in Q4 2013 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2014.

Based on Beta Wealth Group's 13F filing for Q1 2014, filed 6 May 2014.