LBA Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

LBA Wealth Management’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	-3,090	Closed	-$25K	–	458
2016 Q1	$25K	Hold	3,090	–	–	0.01%	237
2015 Q4	$25K	Hold	3,090	–	–	0.01%	248
2015 Q3	$24K	Sell	3,090 -2,670	-46%	-$21.6K	0.02%	219
2015 Q2	$47K	Buy	5,760 +1,800	+45%	+$15.1K	0.03%	169
2015 Q1	$33K	Buy	+3,960	New	+$32.6K	0.02%	186

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 $1.81B 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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $971M AUM 17.81% 1-Year Est. Return

FMP

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LBA Wealth Management's SCHX Position: Q2 2016 in Review

LBA Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2016, closing a stake of 3,090 shares — an estimated $25K sold.

LBA Wealth Management first reported a position in SCHX in Q1 2015 and held it in 5 quarters. The position peaked at $47K in Q2 2015. 267 funds tracked by Wall St. Rank hold SCHX as of Q2 2016.

LBA Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q2 2016 after selling out during the quarter.
LBA Wealth Management sold 3,090 Schwab US Large- Cap ETF shares in Q2 2016, an estimated $25K.
LBA Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2015 and held it in 5 quarters.
LBA Wealth Management's Schwab US Large- Cap ETF position peaked at $47K in Q2 2015.
267 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2016.

Based on LBA Wealth Management's 13F filing for Q2 2016, filed 12 Aug 2016.