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

Clarfeld Financial 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
2018
Q4 		$6K Buy
+636
New +$6.83K 0.01% 304

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 $113B AUM 34.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Clarfeld Financial Advisors's SCHX Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Schwab US Large- Cap ETF (SCHX) in Q4 2018: 636 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #304 among its holdings.

584 funds tracked by Wall St. Rank hold SCHX as of Q4 2018.

  • Clarfeld Financial Advisors held 636 shares of Schwab US Large- Cap ETF worth $6K as of Q4 2018.
  • Schwab US Large- Cap ETF was a new Clarfeld Financial Advisors position in Q4 2018.
  • Schwab US Large- Cap ETF made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #304 holding.
  • 584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.