Landaas & Company’s Schwab US Large- Cap ETF SCHX Stock Holding History

Landaas & Company’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 Q3	–	Sell	-3,606	Closed	-$39K	–	266
2018 Q2	$39K	Buy	+3,606	New	+$38.9K	0.03%	173
2018 Q1	–	Sell	-3,606	Closed	-$38K	–	262
2017 Q4	$38K	Hold	3,606	–	–	0.03%	172
2017 Q3	$36K	Buy	+3,606	New	+$35.4K	0.03%	174

Other funds holding SCHX

CSIA

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

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

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

HSA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Landaas & Company's SCHX Position: Q3 2018 in Review

Landaas & Company sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2018, closing a stake of 3,606 shares — an estimated $39K sold.

Landaas & Company first reported a position in SCHX in Q3 2017 and held it in 3 quarters. The position peaked at $39K in Q2 2018. 510 funds tracked by Wall St. Rank hold SCHX as of Q3 2018.

Landaas & Company reported no remaining Schwab US Large- Cap ETF position as of Q3 2018 after selling out during the quarter.
Landaas & Company sold 3,606 Schwab US Large- Cap ETF shares in Q3 2018, an estimated $39K.
Landaas & Company first reported a position in Schwab US Large- Cap ETF in Q3 2017 and held it in 3 quarters.
Landaas & Company's Schwab US Large- Cap ETF position peaked at $39K in Q2 2018.
510 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.