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

Pointe Capital Management’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
Q1 		– Sell
-98,610
Closed -$875K – 218
2016
Q4 		$875K Buy
+98,610
New +$856K 0.5% 46

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 $1.54B AUM 16.9% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Pointe Capital Management's SCHX Position: Q1 2017 in Review

Pointe Capital Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2017, closing a stake of 98,610 shares — an estimated $875K sold.

Pointe Capital Management first reported a position in SCHX in Q4 2016 and held it in 1 quarter. The position peaked at $875K in Q4 2016. 340 funds tracked by Wall St. Rank hold SCHX as of Q1 2017.

  • Pointe Capital Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2017 after selling out during the quarter.
  • Pointe Capital Management sold 98,610 Schwab US Large- Cap ETF shares in Q1 2017, an estimated $875K.
  • Pointe Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2016 and held it in 1 quarter.
  • Pointe Capital Management's Schwab US Large- Cap ETF position peaked at $875K in Q4 2016.
  • 340 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2017.

Based on Pointe Capital Management's 13F filing for Q1 2017, filed 25 May 2017.