Crosspoint Capital Strategies’s Schwab US Large- Cap ETF SCHX Stock Holding History

Crosspoint Capital Strategies’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 Q4	–	Sell	-30,726	Closed	-$234K	–	1169
2015 Q3	$234K	Sell	30,726 -58,728	-66%	-$475K	0.27%	91
2015 Q2	$735K	Sell	89,454 -2,214	-2%	-$18.6K	0.21%	78
2015 Q1	$757K	Buy	91,668 +52,308	+133%	+$431K	0.37%	68
2014 Q4	$322K	Buy	39,360 +17,724	+82%	+$142K	0.11%	147
2014 Q3	$169K	Buy	21,636 +16,566	+327%	+$130K	0.13%	116
2014 Q2	$40K	Buy	+5,070	New	+$38.4K	0.02%	262

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

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

QS Investors New York $8.47B AUM 30.71% 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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return