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

Edge 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 Q2	$3.98M	Buy	367,512 +13,326	+4%	+$144K	0.36%	71
2018 Q1	$3.72M	Sell	354,186 -130,578	-27%	-$1.42M	0.35%	73
2017 Q4	$5.15M	Buy	484,764 +19,044	+4%	+$197K	0.51%	54
2017 Q3	$4.66M	Sell	465,720 -2,214	-0.5%	-$21.7K	0.51%	55
2017 Q2	$4.5M	Sell	467,934 -62,778	-12%	-$599K	0.51%	50
2017 Q1	$4.98M	Buy	530,712 +1,452	+0.3%	+$13.4K	0.61%	41
2016 Q4	$4.7M	Buy	+529,260	New	+$4.6M	0.6%	41

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return

HSA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Edge Advisors's SCHX Position: Q2 2018 in Review

Edge Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 3.8% in Q2 2018, buying an estimated $144K and bringing the position to 367,512 shares worth $3.98M. The position accounts for 0.36% of the portfolio, ranked #71.

Edge Advisors first reported a position in SCHX in Q4 2016 and has held it in 7 quarters since. The position peaked at $5.15M in Q4 2017. 488 funds tracked by Wall St. Rank hold SCHX as of Q2 2018.

Edge Advisors held 367,512 shares of Schwab US Large- Cap ETF worth $3.98M as of Q2 2018.
Edge Advisors bought 13,326 Schwab US Large- Cap ETF shares in Q2 2018, an estimated $144K.
Schwab US Large- Cap ETF made up 0.36% of Edge Advisors's portfolio in Q2 2018, its #71 holding.
Edge Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's Schwab US Large- Cap ETF position peaked at $5.15M in Q4 2017.
488 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.