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Meristem Family Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Meristem Family Wealth’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
Q1 		– Sell
-20,118
Closed -$214K – 136
2017
Q4 		$214K Buy
+20,118
New +$208K 0.08% 112

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SFG
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QI
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AB
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HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Creative Planning
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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

Meristem Family Wealth's SCHX Position: Q1 2018 in Review

Meristem Family Wealth sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2018, closing a stake of 20,118 shares — an estimated $214K sold.

Meristem Family Wealth first reported a position in SCHX in Q4 2017 and held it in 1 quarter. The position peaked at $214K in Q4 2017. 457 funds tracked by Wall St. Rank hold SCHX as of Q1 2018.

  • Meristem Family Wealth reported no remaining Schwab US Large- Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Meristem Family Wealth sold 20,118 Schwab US Large- Cap ETF shares in Q1 2018, an estimated $214K.
  • Meristem Family Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2017 and held it in 1 quarter.
  • Meristem Family Wealth's Schwab US Large- Cap ETF position peaked at $214K in Q4 2017.
  • 457 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2018.

Based on Meristem Family Wealth's 13F filing for Q1 2018, filed 14 May 2018.