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

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

FMP

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

CCA

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

EWM

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

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Bingham Osborn & Scarborough's SCHX Position: Q2 2015 in Review

Bingham Osborn & Scarborough sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2015, closing a stake of 24,216 shares — an estimated $200K sold.

Bingham Osborn & Scarborough first reported a position in SCHX in Q3 2013 and held it in 7 quarters. The position peaked at $243K in Q4 2014. 204 funds tracked by Wall St. Rank hold SCHX as of Q2 2015.

Bingham Osborn & Scarborough reported no remaining Schwab US Large- Cap ETF position as of Q2 2015 after selling out during the quarter.
Bingham Osborn & Scarborough sold 24,216 Schwab US Large- Cap ETF shares in Q2 2015, an estimated $200K.
Bingham Osborn & Scarborough first reported a position in Schwab US Large- Cap ETF in Q3 2013 and held it in 7 quarters.
Bingham Osborn & Scarborough's Schwab US Large- Cap ETF position peaked at $243K in Q4 2014.
204 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2015.

Based on Bingham Osborn & Scarborough's 13F filing for Q2 2015, filed 10 Aug 2015.