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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return