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FinTrust Investment Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

FinTrust Investment Advisory Services’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
Q1 		$289K Sell
27,492
-22,068
-45% -$240K 0.26% 79
2017
Q4 		$527K Buy
49,560
+492
+1% +$5.1K 0.46% 45
2017
Q3 		$491K Buy
+49,068
New +$482K 0.47% 46

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

FinTrust Investment Advisory Services's SCHX Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 45% in Q1 2018, selling an estimated $240K and leaving 27,492 shares worth $289K. The position accounts for 0.26% of the portfolio, ranked #79.

FinTrust Investment Advisory Services first reported a position in SCHX in Q3 2017 and has held it in 3 quarters since. The position peaked at $527K in Q4 2017. 456 funds tracked by Wall St. Rank hold SCHX as of Q1 2018.

  • FinTrust Investment Advisory Services held 27,492 shares of Schwab US Large- Cap ETF worth $289K as of Q1 2018.
  • FinTrust Investment Advisory Services sold 22,068 Schwab US Large- Cap ETF shares in Q1 2018, an estimated $240K.
  • Schwab US Large- Cap ETF made up 0.26% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #79 holding.
  • FinTrust Investment Advisory Services first reported a position in Schwab US Large- Cap ETF in Q3 2017 and has held it in 3 quarters since.
  • FinTrust Investment Advisory Services's Schwab US Large- Cap ETF position peaked at $527K in Q4 2017.
  • 456 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.