Mountain Pacific Investment Advisers’s Schwab US Large- Cap ETF SCHX Stock Holding History

Mountain Pacific Investment Advisers’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 Q2	–	Sell	-18,900	Closed	-$213K	–	123
2019 Q1	$213K	Buy	+18,900	New	+$205K	0.02%	113
2018 Q4	–	Sell	-18,900	Closed	-$219K	–	214
2018 Q3	$219K	Hold	18,900	–	–	0.02%	114
2018 Q2	$205K	Buy	+18,900	New	+$204K	0.02%	115

Other funds holding SCHX

CSIA

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Mountain Pacific Investment Advisers's SCHX Position: Q2 2019 in Review

Mountain Pacific Investment Advisers sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2019, closing a stake of 18,900 shares — an estimated $213K sold.

Mountain Pacific Investment Advisers first reported a position in SCHX in Q2 2018 and held it in 3 quarters. The position peaked at $219K in Q3 2018. 613 funds tracked by Wall St. Rank hold SCHX as of Q2 2019.

Mountain Pacific Investment Advisers reported no remaining Schwab US Large- Cap ETF position as of Q2 2019 after selling out during the quarter.
Mountain Pacific Investment Advisers sold 18,900 Schwab US Large- Cap ETF shares in Q2 2019, an estimated $213K.
Mountain Pacific Investment Advisers first reported a position in Schwab US Large- Cap ETF in Q2 2018 and held it in 3 quarters.
Mountain Pacific Investment Advisers's Schwab US Large- Cap ETF position peaked at $219K in Q3 2018.
613 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2019.

Based on Mountain Pacific Investment Advisers's 13F filing for Q2 2019, filed 23 Jul 2019.