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

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

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Creative Planning

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

Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return

Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

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