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Boston Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Boston Advisors’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
Q3 		$328K Buy
27,714
+2,496
+10% +$29.4K 0.02% 510
2019
Q2 		$295K Buy
25,218
+1,464
+6% +$16.8K 0.02% 568
2019
Q1 		$268K Buy
+23,754
New +$257K 0.01% 567

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Boston Advisors's SCHX Position: Q3 2019 in Review

Boston Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 9.9% in Q3 2019, buying an estimated $29.4K and bringing the position to 27,714 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #510.

Boston Advisors first reported a position in SCHX in Q1 2019 and has held it in 3 quarters since. 633 funds tracked by Wall St. Rank hold SCHX as of Q3 2019.

  • Boston Advisors held 27,714 shares of Schwab US Large- Cap ETF worth $328K as of Q3 2019.
  • Boston Advisors bought 2,496 Schwab US Large- Cap ETF shares in Q3 2019, an estimated $29.4K.
  • Schwab US Large- Cap ETF made up 0.02% of Boston Advisors's portfolio in Q3 2019, its #510 holding.
  • Boston Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 3 quarters since.
  • 633 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.