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Patten Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Patten Group’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
Q1 		– Sell
-6,990
Closed -$70K – 467
2018
Q4 		$70K Sell
6,990
-318
-4% -$3.41K 0.03% 252
2018
Q3 		$85K Buy
7,308
+42
+0.6% +$477 0.03% 265
2018
Q2 		$79K Buy
7,266
+96
+1% +$1.03K 0.03% 272
2018
Q1 		$75K Buy
7,170
+150
+2% +$1.63K 0.03% 277
2017
Q4 		$75K Sell
7,020
-5,106
-42% -$52.9K 0.03% 287
2017
Q3 		$121K Buy
12,126
+126
+1% +$1.24K 0.05% 238
2017
Q2 		$118K Buy
12,000
+11,796
+5,782% +$113K 0.05% 245
2017
Q1 		$2K Hold
204
– – ﹤0.01% 605
2016
Q4 		$2K Hold
204
– – ﹤0.01% 576
2016
Q3 		$1.73K Sell
204
-204
-50% -$1.75K ﹤0.01% 598
2016
Q2 		$3.38K Buy
+408
New +$3.35K ﹤0.01% 547

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 $1.54B AUM 16.9% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Creative Planning
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Patten Group's SCHX Position: Q1 2019 in Review

Patten Group sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2019, closing a stake of 6,990 shares — an estimated $70K sold.

Patten Group first reported a position in SCHX in Q2 2016 and held it in 11 quarters. The position peaked at $121K in Q3 2017. 599 funds tracked by Wall St. Rank hold SCHX as of Q1 2019.

  • Patten Group reported no remaining Schwab US Large- Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Patten Group sold 6,990 Schwab US Large- Cap ETF shares in Q1 2019, an estimated $70K.
  • Patten Group first reported a position in Schwab US Large- Cap ETF in Q2 2016 and held it in 11 quarters.
  • Patten Group's Schwab US Large- Cap ETF position peaked at $121K in Q3 2017.
  • 599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.