IFC Holdings’s Schwab US Large- Cap ETF SCHX Stock Holding History

IFC Holdings’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
2018 Q1	–	Sell	-76,944	Closed	-$816K	–	352
2017 Q4	$816K	Buy	76,944 +276	+0.4%	+$2.86K	0.06%	229
2017 Q3	$766K	Buy	76,668 +7,662	+11%	+$75.2K	0.05%	230
2017 Q2	$665K	Buy	69,006 +8,724	+14%	+$83.2K	0.05%	247
2017 Q1	$566K	Buy	60,282 +17,550	+41%	+$162K	0.05%	238
2016 Q4	$380K	Buy	42,732 +6,300	+17%	+$54.7K	0.04%	269
2016 Q3	$314K	Buy	36,432 +1,266	+4%	+$10.9K	0.03%	294
2016 Q2	$292K	Buy	+35,166	New	+$289K	0.03%	288

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return

HSA

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $1.66B AUM 27.11% 1-Year Est. Return

IFC Holdings's SCHX Position: Q1 2018 in Review

IFC Holdings sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2018, closing a stake of 76,944 shares — an estimated $816K sold.

IFC Holdings first reported a position in SCHX in Q2 2016 and held it in 7 quarters. The position peaked at $816K in Q4 2017. 456 funds tracked by Wall St. Rank hold SCHX as of Q1 2018.

IFC Holdings reported no remaining Schwab US Large- Cap ETF position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 76,944 Schwab US Large- Cap ETF shares in Q1 2018, an estimated $816K.
IFC Holdings first reported a position in Schwab US Large- Cap ETF in Q2 2016 and held it in 7 quarters.
IFC Holdings's Schwab US Large- Cap ETF position peaked at $816K in Q4 2017.
456 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.