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Concert Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Concert Wealth Management’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
2017
Q3 		– Sell
-54,144
Closed -$525K – 120
2017
Q2 		$525K Sell
54,144
-4,998
-8% -$47.7K 0.51% 62
2017
Q1 		$523K Buy
59,142
+6,198
+12% +$57.3K 0.12% 235
2016
Q4 		$467K Buy
52,944
+20,550
+63% +$178K 0.1% 266
2016
Q3 		$272K Buy
+32,394
New +$278K 0.03% 526

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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

Concert Wealth Management's SCHX Position: Q3 2017 in Review

Concert Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2017, closing a stake of 54,144 shares — an estimated $525K sold.

Concert Wealth Management first reported a position in SCHX in Q3 2016 and held it in 4 quarters. The position peaked at $525K in Q2 2017. 378 funds tracked by Wall St. Rank hold SCHX as of Q3 2017.

  • Concert Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 54,144 Schwab US Large- Cap ETF shares in Q3 2017, an estimated $525K.
  • Concert Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2016 and held it in 4 quarters.
  • Concert Wealth Management's Schwab US Large- Cap ETF position peaked at $525K in Q2 2017.
  • 378 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.