EMA
SCHX icon

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

Efficient Market 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
2017
Q1 		$1.7M Buy
181,626
+2,058
+1% +$19K 0.23% 30
2016
Q4 		$1.59M Sell
179,568
-5,616
-3% -$48.8K 0.24% 31
2016
Q3 		$1.59M Sell
185,184
-67,422
-27% -$578K 0.25% 30
2016
Q2 		$2.1M Sell
252,606
-33,678
-12% -$277K 0.34% 25
2016
Q1 		$2.33M Sell
286,284
-14,958
-5% -$115K 0.4% 28
2015
Q4 		$2.44M Buy
301,242
+243,462
+421% +$1.98M 0.52% 25
2015
Q3 		$441K Sell
57,780
-1,404
-2% -$11.4K 0.1% 39
2015
Q2 		$486K Hold
59,184
– – 0.11% 38
2015
Q1 		$489K Sell
59,184
-20,748
-26% -$171K 0.11% 41
2014
Q4 		$653K Buy
79,932
+18,648
+30% +$149K 0.16% 37
2014
Q3 		$480K Sell
61,284
-48,552
-44% -$382K 0.13% 33
2014
Q2 		$857K Buy
109,836
+13,206
+14% +$100K 0.22% 29
2014
Q1 		$720K Buy
96,630
+17,976
+23% +$132K 0.19% 31
2013
Q4 		$578K Hold
78,654
– – 0.17% 31
2013
Q3 		$527K Hold
78,654
– – 0.17% 33
2013
Q2 		$501K Buy
+78,654
New +$503K 0.18% 31

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 $1.81B AUM 22.3% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Efficient Market Advisors's SCHX Position: Q1 2017 in Review

Efficient Market Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 1.1% in Q1 2017, buying an estimated $19K and bringing the position to 181,626 shares worth $1.7M. The position accounts for 0.23% of the portfolio, ranked #30.

Efficient Market Advisors first reported a position in SCHX in Q2 2013 and has held it in 16 quarters since. The position peaked at $2.44M in Q4 2015. 340 funds tracked by Wall St. Rank hold SCHX as of Q1 2017.

  • Efficient Market Advisors held 181,626 shares of Schwab US Large- Cap ETF worth $1.7M as of Q1 2017.
  • Efficient Market Advisors bought 2,058 Schwab US Large- Cap ETF shares in Q1 2017, an estimated $19K.
  • Schwab US Large- Cap ETF made up 0.23% of Efficient Market Advisors's portfolio in Q1 2017, its #30 holding.
  • Efficient Market Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 16 quarters since.
  • Efficient Market Advisors's Schwab US Large- Cap ETF position peaked at $2.44M in Q4 2015.
  • 340 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2017.

Based on Efficient Market Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.