Brouwer & Janachowski’s Schwab US Large- Cap ETF SCHX Stock Holding History

Brouwer & Janachowski’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 Q3	–	Sell	-7,296	Closed	-$60K	–	77
2015 Q2	$60K	Buy	+7,296	New	+$61.3K	0.03%	56
2014 Q2	–	Sell	-14,046	Closed	-$105K	–	77
2014 Q1	$105K	Buy	+14,046	New	+$103K	0.05%	56

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Brouwer & Janachowski's SCHX Position: Q3 2015 in Review

Brouwer & Janachowski sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2015, closing a stake of 7,296 shares — an estimated $60K sold.

Brouwer & Janachowski first reported a position in SCHX in Q1 2014 and held it in 2 quarters. The position peaked at $105K in Q1 2014. 206 funds tracked by Wall St. Rank hold SCHX as of Q3 2015.

Brouwer & Janachowski reported no remaining Schwab US Large- Cap ETF position as of Q3 2015 after selling out during the quarter.
Brouwer & Janachowski sold 7,296 Schwab US Large- Cap ETF shares in Q3 2015, an estimated $60K.
Brouwer & Janachowski first reported a position in Schwab US Large- Cap ETF in Q1 2014 and held it in 2 quarters.
Brouwer & Janachowski's Schwab US Large- Cap ETF position peaked at $105K in Q1 2014.
206 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2015.

Based on Brouwer & Janachowski's 13F filing for Q3 2015, filed 16 Nov 2015.