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Davidson Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Davidson Investment 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
Q3 		– Sell
-21,630
Closed -$234K – 102
2018
Q2 		$234K Sell
21,630
-4,110
-16% -$44.3K 0.02% 100
2018
Q1 		$271K Hold
25,740
– – 0.03% 98
2017
Q4 		$274K Buy
25,740
+4,110
+19% +$42.6K 0.03% 105
2017
Q3 		$216K Buy
+21,630
New +$212K 0.02% 102

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 $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 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
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
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Davidson Investment Advisors's SCHX Position: Q3 2018 in Review

Davidson Investment Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2018, closing a stake of 21,630 shares — an estimated $234K sold.

Davidson Investment Advisors first reported a position in SCHX in Q3 2017 and held it in 4 quarters. The position peaked at $274K in Q4 2017. 510 funds tracked by Wall St. Rank hold SCHX as of Q3 2018.

  • Davidson Investment Advisors reported no remaining Schwab US Large- Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Davidson Investment Advisors sold 21,630 Schwab US Large- Cap ETF shares in Q3 2018, an estimated $234K.
  • Davidson Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2017 and held it in 4 quarters.
  • Davidson Investment Advisors's Schwab US Large- Cap ETF position peaked at $274K in Q4 2017.
  • 510 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2018.

Based on Davidson Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.