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

Hoxton Financial’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
Q1 		$33K Buy
+4,068
New +$31.4K 0.02% 175

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 $1.54B AUM 16.9% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Hoxton Financial's SCHX Position: Q1 2016 in Review

Hoxton Financial opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2016: 4,068 shares worth $33K. The stake represents 0.02% of the portfolio and ranks #175 among its holdings.

254 funds tracked by Wall St. Rank hold SCHX as of Q1 2016.

  • Hoxton Financial held 4,068 shares of Schwab US Large- Cap ETF worth $33K as of Q1 2016.
  • Schwab US Large- Cap ETF was a new Hoxton Financial position in Q1 2016.
  • Schwab US Large- Cap ETF made up 0.02% of Hoxton Financial's portfolio in Q1 2016, its #175 holding.
  • 254 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2016.

Based on Hoxton Financial's 13F filing for Q1 2016, filed 29 Apr 2016.