PC
SCHX icon

Palo Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Palo Capital’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
Q4 		$2.46M Buy
247,218
+97,974
+66% +$1.05M 1.04% 38
2018
Q3 		$1.73M Sell
149,244
-9,438
-6% -$107K 0.62% 63
2018
Q2 		$1.72M Buy
158,682
+6,000
+4% +$64.7K 0.63% 62
2018
Q1 		$1.6M Buy
+152,682
New +$1.66M 0.58% 66
2015
Q2 		– Sell
-152,832
Closed -$1.26M – 137
2015
Q1 		$1.26M Sell
152,832
-68,340
-31% -$563K 1.03% 40
2014
Q4 		$1.81M Buy
+221,172
New +$1.77M 1.52% 15

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
DCM
DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

Palo Capital's SCHX Position: Q4 2018 in Review

Palo Capital increased its Schwab US Large- Cap ETF (SCHX) stake by 66% in Q4 2018, buying an estimated $1.05M and bringing the position to 247,218 shares worth $2.46M. The position accounts for 1.04% of the portfolio, ranked #38.

Palo Capital first reported a position in SCHX in Q4 2014 and has held it in 6 quarters since. 584 funds tracked by Wall St. Rank hold SCHX as of Q4 2018.

  • Palo Capital held 247,218 shares of Schwab US Large- Cap ETF worth $2.46M as of Q4 2018.
  • Palo Capital bought 97,974 Schwab US Large- Cap ETF shares in Q4 2018, an estimated $1.05M.
  • Schwab US Large- Cap ETF made up 1.04% of Palo Capital's portfolio in Q4 2018, its #38 holding.
  • Palo Capital first reported a position in Schwab US Large- Cap ETF in Q4 2014 and has held it in 6 quarters since.
  • 584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.