FBT
SCHX icon

Founders Bank & Trust’s Schwab US Large- Cap ETF SCHX Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$21K Hold
2,550
– – 0.01% 239
2014
Q3 		$20K Hold
2,550
– – 0.01% 239
2014
Q2 		$20K Hold
2,550
– – 0.01% 240
2014
Q1 		$19K Hold
2,550
– – 0.01% 241
2013
Q4 		$18K Buy
+2,550
New +$18K 0.01% 266

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Founders Bank & Trust's SCHX Position: Q4 2014 in Review

Founders Bank & Trust held its Schwab US Large- Cap ETF (SCHX) position steady in Q4 2014 at 2,550 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #239.

Founders Bank & Trust first reported a position in SCHX in Q4 2013 and has held it in 5 quarters since. 183 funds tracked by Wall St. Rank hold SCHX as of Q4 2014.

  • Founders Bank & Trust held 2,550 shares of Schwab US Large- Cap ETF worth $21K as of Q4 2014.
  • Founders Bank & Trust left its Schwab US Large- Cap ETF share count unchanged in Q4 2014.
  • Schwab US Large- Cap ETF made up 0.01% of Founders Bank & Trust's portfolio in Q4 2014, its #239 holding.
  • Founders Bank & Trust first reported a position in Schwab US Large- Cap ETF in Q4 2013 and has held it in 5 quarters since.
  • 183 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.