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Harel Insurance Investments & Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Harel Insurance Investments & Financial 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
2017
Q4 		– Sell
-110,640
Closed -$1.11M – 501
2017
Q3 		$1.11M Hold
110,640
– – 0.09% 62
2017
Q2 		$1.06M Hold
110,640
– – 0.09% 68
2017
Q1 		$1.03M Buy
+110,640
New +$1.02M 0.09% 60
2016
Q3 		– Sell
-110,640
Closed -$918K – 635
2016
Q2 		$918K Buy
+110,640
New +$910K 0.11% 59

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SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 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 17.19% 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

Harel Insurance Investments & Financial Services's SCHX Position: Q4 2017 in Review

Harel Insurance Investments & Financial Services sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2017, closing a stake of 110,640 shares — an estimated $1.11M sold.

Harel Insurance Investments & Financial Services first reported a position in SCHX in Q2 2016 and held it in 4 quarters. The position peaked at $1.11M in Q3 2017. 452 funds tracked by Wall St. Rank hold SCHX as of Q4 2017.

  • Harel Insurance Investments & Financial Services reported no remaining Schwab US Large- Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 110,640 Schwab US Large- Cap ETF shares in Q4 2017, an estimated $1.11M.
  • Harel Insurance Investments & Financial Services first reported a position in Schwab US Large- Cap ETF in Q2 2016 and held it in 4 quarters.
  • Harel Insurance Investments & Financial Services's Schwab US Large- Cap ETF position peaked at $1.11M in Q3 2017.
  • 452 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2017.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2017, filed 1 Feb 2018.