Moller Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Moller Wealth Partners’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 Q2	–	Sell	-19,560	Closed	-$206K	–	41
2018 Q1	$206K	Sell	19,560 -3,636	-16%	-$39.5K	0.09%	41
2017 Q4	$247K	Sell	23,196 -606	-3%	-$6.28K	0.09%	44
2017 Q3	$238K	Sell	23,802 -492	-2%	-$4.83K	0.09%	42
2017 Q2	$234K	Sell	24,294 -9,768	-29%	-$93.2K	0.1%	44
2017 Q1	$319K	Sell	34,062 -1,092	-3%	-$10.1K	0.14%	37
2016 Q4	$312K	Buy	35,154 +6,810	+24%	+$59.1K	0.15%	34
2016 Q3	$244K	Sell	28,344 -8,856	-24%	-$76K	0.11%	41
2016 Q2	$309K	Buy	+37,200	New	+$306K	0.15%	34
2016 Q1	–	Sell	-42,660	Closed	-$345K	–	40
2015 Q4	$345K	Buy	+42,660	New	+$348K	0.19%	33

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Moller Wealth Partners's SCHX Position: Q2 2018 in Review

Moller Wealth Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2018, closing a stake of 19,560 shares — an estimated $206K sold.

Moller Wealth Partners first reported a position in SCHX in Q4 2015 and held it in 9 quarters. The position peaked at $345K in Q4 2015. 488 funds tracked by Wall St. Rank hold SCHX as of Q2 2018.

Moller Wealth Partners reported no remaining Schwab US Large- Cap ETF position as of Q2 2018 after selling out during the quarter.
Moller Wealth Partners sold 19,560 Schwab US Large- Cap ETF shares in Q2 2018, an estimated $206K.
Moller Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q4 2015 and held it in 9 quarters.
Moller Wealth Partners's Schwab US Large- Cap ETF position peaked at $345K in Q4 2015.
488 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2018.

Based on Moller Wealth Partners's 13F filing for Q2 2018, filed 2 Aug 2018.