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National Planning Corporation’s Schwab US Large- Cap ETF SCHX Stock Holding History

National Planning Corporation’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
Q2 		– Sell
-174,972
Closed -$1.64M – 773
2017
Q1 		$1.64M Sell
174,972
-97,560
-36% -$902K 0.12% 182
2016
Q4 		$2.47M Buy
272,532
+39,636
+17% +$344K 0.19% 111
2016
Q3 		$1.97M Buy
232,896
+9,042
+4% +$77.6K 0.16% 139
2016
Q2 		$1.91M Sell
223,854
-49,818
-18% -$410K 0.15% 145
2016
Q1 		$2.23M Sell
273,672
-11,034
-4% -$85.2K 0.19% 116
2015
Q4 		$2.11M Buy
284,706
+1,452
+0.5% +$11.8K 0.17% 130
2015
Q3 		$2.37M Buy
283,254
+9,762
+4% +$79K 0.22% 101
2015
Q2 		$2.27M Buy
273,492
+30,570
+13% +$257K 0.2% 107
2015
Q1 		$2.02M Sell
242,922
-4,074
-2% -$33.5K 0.18% 121
2014
Q4 		$1.99M Sell
246,996
-5,082
-2% -$40.6K 0.14% 137
2014
Q3 		$1.97M Buy
252,078
+4,356
+2% +$34.3K 0.15% 130
2014
Q2 		$1.93M Buy
247,722
+16,818
+7% +$127K 0.15% 138
2014
Q1 		$1.74M Buy
230,904
+24,330
+12% +$178K 0.15% 139
2013
Q4 		$1.52M Buy
206,574
+127,326
+161% +$897K 0.14% 170
2013
Q3 		$536K Sell
79,248
-18
-0% -$120 0.05% 333
2013
Q2 		$501K Buy
+79,266
New +$507K 0.06% 279

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 $1.81B AUM 22.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

National Planning Corporation's SCHX Position: Q2 2017 in Review

National Planning Corporation sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2017, closing a stake of 174,972 shares — an estimated $1.64M sold.

National Planning Corporation first reported a position in SCHX in Q2 2013 and held it in 16 quarters. The position peaked at $2.47M in Q4 2016. 361 funds tracked by Wall St. Rank hold SCHX as of Q2 2017.

  • National Planning Corporation reported no remaining Schwab US Large- Cap ETF position as of Q2 2017 after selling out during the quarter.
  • National Planning Corporation sold 174,972 Schwab US Large- Cap ETF shares in Q2 2017, an estimated $1.64M.
  • National Planning Corporation first reported a position in Schwab US Large- Cap ETF in Q2 2013 and held it in 16 quarters.
  • National Planning Corporation's Schwab US Large- Cap ETF position peaked at $2.47M in Q4 2016.
  • 361 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2017.

Based on National Planning Corporation's 13F filing for Q2 2017, filed 2 Aug 2017.