HL Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

HL 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
2016 Q2	–	Sell	-37,740	Closed	-$307K	–	675
2016 Q1	$307K	Hold	37,740	–	–	0.01%	524
2015 Q4	$306K	Hold	37,740	–	–	0.01%	535
2015 Q3	$288K	Hold	37,740	–	–	0.01%	531
2015 Q2	$310K	Hold	37,740	–	–	0.01%	559
2015 Q1	$312K	Hold	37,740	–	–	0.01%	559
2014 Q4	$309K	Hold	37,740	–	–	0.01%	547
2014 Q3	$296K	Hold	37,740	–	–	0.01%	555
2014 Q2	$295K	Hold	37,740	–	–	0.01%	556
2014 Q1	$281K	Hold	37,740	–	–	0.01%	555
2013 Q4	$277K	Hold	37,740	–	–	0.01%	527
2013 Q3	$253K	Hold	37,740	–	–	0.01%	503
2013 Q2	$240K	Buy	+37,740	New	+$241K	0.01%	476

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

HL Financial Services's SCHX Position: Q2 2016 in Review

HL Financial Services sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2016, closing a stake of 37,740 shares — an estimated $307K sold.

HL Financial Services first reported a position in SCHX in Q2 2013 and held it in 12 quarters. The position peaked at $312K in Q1 2015. 267 funds tracked by Wall St. Rank hold SCHX as of Q2 2016.

HL Financial Services reported no remaining Schwab US Large- Cap ETF position as of Q2 2016 after selling out during the quarter.
HL Financial Services sold 37,740 Schwab US Large- Cap ETF shares in Q2 2016, an estimated $307K.
HL Financial Services first reported a position in Schwab US Large- Cap ETF in Q2 2013 and held it in 12 quarters.
HL Financial Services's Schwab US Large- Cap ETF position peaked at $312K in Q1 2015.
267 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2016.

Based on HL Financial Services's 13F filing for Q2 2016, filed 26 Jul 2016.