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Middleton & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

Middleton & Co’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
2017
Q4 		– Sell
-36,000
Closed -$360K – 166
2017
Q3 		$360K Buy
+36,000
New +$353K 0.07% 141

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Middleton & Co's SCHX Position: Q4 2017 in Review

Middleton & Co sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2017, closing a stake of 36,000 shares — an estimated $360K sold.

Middleton & Co first reported a position in SCHX in Q3 2017 and held it in 1 quarter. The position peaked at $360K in Q3 2017. 452 funds tracked by Wall St. Rank hold SCHX as of Q4 2017.

  • Middleton & Co reported no remaining Schwab US Large- Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Middleton & Co sold 36,000 Schwab US Large- Cap ETF shares in Q4 2017, an estimated $360K.
  • Middleton & Co first reported a position in Schwab US Large- Cap ETF in Q3 2017 and held it in 1 quarter.
  • Middleton & Co's Schwab US Large- Cap ETF position peaked at $360K in Q3 2017.
  • 452 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2017.

Based on Middleton & Co's 13F filing for Q4 2017, filed 25 Jan 2018.