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BlackRock Institutional Trust’s Schwab US Large- Cap ETF SCHX Stock Holding History

BlackRock Institutional Trust’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
Q3 		– Sell
-252,600
Closed -$1.97M – 3931
2014
Q2 		$1.97M Buy
+252,600
New +$1.91M ﹤0.01% 3198

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
AHS
Aspiriant Holdings S3 Los Angeles, California $233M AUM 3.13% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return

BlackRock Institutional Trust's SCHX Position: Q3 2014 in Review

BlackRock Institutional Trust sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2014, closing a stake of 252,600 shares — an estimated $1.97M sold.

BlackRock Institutional Trust first reported a position in SCHX in Q2 2014 and held it in 1 quarter. The position peaked at $1.97M in Q2 2014. 152 funds tracked by Wall St. Rank hold SCHX as of Q3 2014.

  • BlackRock Institutional Trust reported no remaining Schwab US Large- Cap ETF position as of Q3 2014 after selling out during the quarter.
  • BlackRock Institutional Trust sold 252,600 Schwab US Large- Cap ETF shares in Q3 2014, an estimated $1.97M.
  • BlackRock Institutional Trust first reported a position in Schwab US Large- Cap ETF in Q2 2014 and held it in 1 quarter.
  • BlackRock Institutional Trust's Schwab US Large- Cap ETF position peaked at $1.97M in Q2 2014.
  • 152 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2014.

Based on BlackRock Institutional Trust's 13F filing for Q3 2014, filed 29 Oct 2014.