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

Proficio Capital Partners’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
Q2 		– Sell
-6,000
Closed -$63K – 1329
2018
Q1 		$63K Hold
6,000
– – 0.02% 283
2017
Q4 		$64K Hold
6,000
– – 0.02% 294
2017
Q3 		$60K Hold
6,000
– – 0.02% 342
2017
Q2 		$59K Hold
6,000
– – 0.02% 348
2017
Q1 		$57K Hold
6,000
– – 0.02% 354
2016
Q4 		$53K Hold
6,000
– – 0.02% 252
2016
Q3 		$52K Hold
6,000
– – 0.03% 266
2016
Q2 		$52K Hold
6,000
– – 0.03% 264
2016
Q1 		$49K Buy
+6,000
New +$46.3K 0.04% 218

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Proficio Capital Partners's SCHX Position: Q2 2018 in Review

Proficio Capital Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2018, closing a stake of 6,000 shares — an estimated $63K sold.

Proficio Capital Partners first reported a position in SCHX in Q1 2016 and held it in 9 quarters. The position peaked at $64K in Q4 2017. 488 funds tracked by Wall St. Rank hold SCHX as of Q2 2018.

  • Proficio Capital Partners reported no remaining Schwab US Large- Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Proficio Capital Partners sold 6,000 Schwab US Large- Cap ETF shares in Q2 2018, an estimated $63K.
  • Proficio Capital Partners first reported a position in Schwab US Large- Cap ETF in Q1 2016 and held it in 9 quarters.
  • Proficio Capital Partners's Schwab US Large- Cap ETF position peaked at $64K in Q4 2017.
  • 488 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2018.

Based on Proficio Capital Partners's 13F filing for Q2 2018, filed 10 Aug 2018.