PSF
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Pacific Sun Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Pacific Sun Financial’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
Q1 		– Sell
-35,754
Closed -$380K – 186
2017
Q4 		$380K Buy
+35,754
New +$370K 0.21% 91

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SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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

Pacific Sun Financial's SCHX Position: Q1 2018 in Review

Pacific Sun Financial sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2018, closing a stake of 35,754 shares — an estimated $380K sold.

Pacific Sun Financial first reported a position in SCHX in Q4 2017 and held it in 1 quarter. The position peaked at $380K in Q4 2017. 457 funds tracked by Wall St. Rank hold SCHX as of Q1 2018.

  • Pacific Sun Financial reported no remaining Schwab US Large- Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Pacific Sun Financial sold 35,754 Schwab US Large- Cap ETF shares in Q1 2018, an estimated $380K.
  • Pacific Sun Financial first reported a position in Schwab US Large- Cap ETF in Q4 2017 and held it in 1 quarter.
  • Pacific Sun Financial's Schwab US Large- Cap ETF position peaked at $380K in Q4 2017.
  • 457 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.