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Long Wharf Investors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Long Wharf Investors’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
2014
Q2 		$275K Buy
35,250
+6,696
+23% +$50.7K 0.22% 127
2014
Q1 		$213K Buy
+28,554
New +$209K 0.18% 136

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 $1.54B AUM 16.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AHS
Aspiriant Holdings S3 Los Angeles, California $233M AUM 3.13% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Long Wharf Investors's SCHX Position: Q2 2014 in Review

Long Wharf Investors increased its Schwab US Large- Cap ETF (SCHX) stake by 23% in Q2 2014, buying an estimated $50.7K and bringing the position to 35,250 shares worth $275K. The position accounts for 0.22% of the portfolio, ranked #127.

Long Wharf Investors first reported a position in SCHX in Q1 2014 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold SCHX as of Q2 2014.

  • Long Wharf Investors held 35,250 shares of Schwab US Large- Cap ETF worth $275K as of Q2 2014.
  • Long Wharf Investors bought 6,696 Schwab US Large- Cap ETF shares in Q2 2014, an estimated $50.7K.
  • Schwab US Large- Cap ETF made up 0.22% of Long Wharf Investors's portfolio in Q2 2014, its #127 holding.
  • Long Wharf Investors first reported a position in Schwab US Large- Cap ETF in Q1 2014 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.