Community Financial System’s Schwab US Large- Cap ETF SCHX Stock Holding History

Community Financial System’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	$154K	Buy	+19,650	New	+$155K	0.03%	186

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 $1.81B AUM 22.3% 1-Year Est. Return

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

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

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

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

Aspiriant Holdings S3 Los Angeles, California $233M AUM 3.13% 1-Year Est. Return

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

CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return

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

Community Financial System's SCHX Position: Q3 2014 in Review

Community Financial System opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2014: 19,650 shares worth $154K. The stake represents 0.03% of the portfolio and ranks #186 among its holdings.

152 funds tracked by Wall St. Rank hold SCHX as of Q3 2014.

Community Financial System held 19,650 shares of Schwab US Large- Cap ETF worth $154K as of Q3 2014.
Schwab US Large- Cap ETF was a new Community Financial System position in Q3 2014.
Schwab US Large- Cap ETF made up 0.03% of Community Financial System's portfolio in Q3 2014, its #186 holding.
152 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2014.

Based on Community Financial System's 13F filing for Q3 2014, filed 8 Oct 2014.