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Placemark Investments’s Schwab US Large- Cap ETF SCHX Stock Holding History

Placemark Investments’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
2014
Q4 		– Sell
-80,796
Closed -$633K – 1688
2014
Q3 		$633K Buy
+80,796
New +$636K 0.01% 1077

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 $654B AUM 26.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Placemark Investments's SCHX Position: Q4 2014 in Review

Placemark Investments sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2014, closing a stake of 80,796 shares — an estimated $633K sold.

Placemark Investments first reported a position in SCHX in Q3 2014 and held it in 1 quarter. The position peaked at $633K in Q3 2014. 183 funds tracked by Wall St. Rank hold SCHX as of Q4 2014.

  • Placemark Investments reported no remaining Schwab US Large- Cap ETF position as of Q4 2014 after selling out during the quarter.
  • Placemark Investments sold 80,796 Schwab US Large- Cap ETF shares in Q4 2014, an estimated $633K.
  • Placemark Investments first reported a position in Schwab US Large- Cap ETF in Q3 2014 and held it in 1 quarter.
  • Placemark Investments's Schwab US Large- Cap ETF position peaked at $633K in Q3 2014.
  • 183 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.