Investment Centers of America’s Schwab US Large- Cap ETF SCHX Stock Holding History

Investment Centers of America’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	-37,032	Closed	-$370K	–	403
2017 Q3	$370K	Sell	37,032 -3,048	-8%	-$29.9K	0.03%	395
2017 Q2	$387K	Buy	+40,080	New	+$382K	0.03%	395

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 $654B AUM 26.35% 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

AT Bancorp Dubuque, Iowa $823M AUM 17.19% 1-Year Est. Return

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

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

Investment Centers of America's SCHX Position: Q4 2017 in Review

Investment Centers of America sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2017, closing a stake of 37,032 shares — an estimated $370K sold.

Investment Centers of America first reported a position in SCHX in Q2 2017 and held it in 2 quarters. The position peaked at $387K in Q2 2017. 452 funds tracked by Wall St. Rank hold SCHX as of Q4 2017.

Investment Centers of America reported no remaining Schwab US Large- Cap ETF position as of Q4 2017 after selling out during the quarter.
Investment Centers of America sold 37,032 Schwab US Large- Cap ETF shares in Q4 2017, an estimated $370K.
Investment Centers of America first reported a position in Schwab US Large- Cap ETF in Q2 2017 and held it in 2 quarters.
Investment Centers of America's Schwab US Large- Cap ETF position peaked at $387K in Q2 2017.
452 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.