LYV
SCHX icon

Live Your Vision’s Schwab US Large- Cap ETF SCHX Stock Holding History

Live Your Vision’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
2019
Q1 		$18.1M Buy
1,550,256
+1,392,732
+884% +$15.1M 5.49% 6
2018
Q4 		$1.63M Buy
157,524
+39,552
+34% +$425K 0.55% 29
2018
Q3 		$1.37M Buy
117,972
+3,648
+3% +$41.5K 0.44% 30
2018
Q2 		$1.26M Buy
114,324
+11,904
+12% +$128K 0.42% 30
2018
Q1 		$1.1M Buy
102,420
+6,312
+7% +$68.7K 0.37% 33
2017
Q4 		$1.07M Sell
96,108
-69,864
-42% -$724K 0.36% 36
2017
Q3 		$1.66M Sell
165,972
-6,432
-4% -$63.1K 0.59% 29
2017
Q2 		$1.7M Buy
172,404
+28,644
+20% +$273K 0.63% 27
2017
Q1 		$1.35M Buy
143,760
+14,886
+12% +$138K 0.53% 32
2016
Q4 		$1.14M Sell
128,874
-18,648
-13% -$162K 0.49% 36
2016
Q3 		$1.27M Sell
147,522
-8,130
-5% -$69.7K 0.54% 34
2016
Q2 		$1.29M Sell
155,652
-1,716
-1% -$14.1K 0.59% 36
2016
Q1 		$1.28M Buy
157,368
+32,994
+27% +$255K 0.61% 34
2015
Q4 		$1.01M Sell
124,374
-3,684
-3% -$30K 0.48% 39
2015
Q3 		$977K Buy
128,058
+30,144
+31% +$244K 0.46% 36
2015
Q2 		$811K Sell
97,914
-18,498
-16% -$155K 0.38% 35
2015
Q1 		$962K Sell
116,412
-381,258
-77% -$3.14M 0.46% 34
2014
Q4 		$4M Buy
497,670
+23,598
+5% +$189K 1.99% 16
2014
Q3 		$3.56M Buy
474,072
+9,396
+2% +$74K 1.88% 18
2014
Q2 		$3.63M Sell
464,676
-2,922
-0.6% -$22.1K 1.9% 15
2014
Q1 		$3.48M Buy
467,598
+37,404
+9% +$274K 1.84% 14
2013
Q4 		$3.16M Buy
430,194
+43,620
+11% +$307K 1.74% 16
2013
Q3 		$2.59M Buy
+386,574
New +$2.58M 1.49% 16

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Live Your Vision's SCHX Position: Q1 2019 in Review

Live Your Vision increased its Schwab US Large- Cap ETF (SCHX) stake by 884% in Q1 2019, buying an estimated $15.1M and bringing the position to 1,550,256 shares worth $18.1M. The position accounts for 5.49% of the portfolio, ranked #6.

Live Your Vision first reported a position in SCHX in Q3 2013 and has held it in 23 quarters since. 599 funds tracked by Wall St. Rank hold SCHX as of Q1 2019.

  • Live Your Vision held 1,550,256 shares of Schwab US Large- Cap ETF worth $18.1M as of Q1 2019.
  • Live Your Vision bought 1,392,732 Schwab US Large- Cap ETF shares in Q1 2019, an estimated $15.1M.
  • Schwab US Large- Cap ETF made up 5.49% of Live Your Vision's portfolio in Q1 2019, its #6 holding.
  • Live Your Vision first reported a position in Schwab US Large- Cap ETF in Q3 2013 and has held it in 23 quarters since.
  • 599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.