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GFS Private Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

GFS Private Wealth’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
Q4 		$1.57M Buy
+147,666
New +$1.53M 0.54% 24

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 $654B AUM 26.35% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $1.48B AUM 15.85% 1-Year Est. Return

GFS Private Wealth's SCHX Position: Q4 2017 in Review

GFS Private Wealth opened a new position in Schwab US Large- Cap ETF (SCHX) in Q4 2017: 147,666 shares worth $1.57M. The stake represents 0.54% of the portfolio and ranks #24 among its holdings.

452 funds tracked by Wall St. Rank hold SCHX as of Q4 2017.

  • GFS Private Wealth held 147,666 shares of Schwab US Large- Cap ETF worth $1.57M as of Q4 2017.
  • Schwab US Large- Cap ETF was a new GFS Private Wealth position in Q4 2017.
  • Schwab US Large- Cap ETF made up 0.54% of GFS Private Wealth's portfolio in Q4 2017, its #24 holding.
  • 452 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.