Bingham Osborn & Scarborough’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bingham Osborn & Scarborough’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
2015 Q2	–	Sell	-24,216	Closed	-$200K	–	119
2015 Q1	$200K	Sell	24,216 -5,454	-18%	-$44.9K	0.02%	112
2014 Q4	$243K	Sell	29,670 -132	-0.4%	-$1.05K	0.03%	106
2014 Q3	$233K	Sell	29,802 -240	-0.8%	-$1.89K	0.03%	105
2014 Q2	$234K	Sell	30,042 -180	-0.6%	-$1.36K	0.03%	97
2014 Q1	$225K	Hold	30,222	–	–	0.03%	94
2013 Q4	$222K	Sell	30,222 -480	-2%	-$3.38K	0.03%	92
2013 Q3	$206K	Buy	+30,702	New	+$205K	0.03%	87

Other funds holding SCHX

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

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

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

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

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $330M AUM 18.08% 1-Year Est. Return

Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return