FMA Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

FMA Advisory’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 Q2	$9K	Buy	+1,110	New	+$9.32K	0.01%	289

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

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

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

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return

FMA Advisory's SCHX Position: Q2 2015 in Review

FMA Advisory opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2015: 1,110 shares worth $9K. The stake represents 0.01% of the portfolio and ranks #289 among its holdings.

203 funds tracked by Wall St. Rank hold SCHX as of Q2 2015.

FMA Advisory held 1,110 shares of Schwab US Large- Cap ETF worth $9K as of Q2 2015.
Schwab US Large- Cap ETF was a new FMA Advisory position in Q2 2015.
Schwab US Large- Cap ETF made up 0.01% of FMA Advisory's portfolio in Q2 2015, its #289 holding.
203 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.