Psagot Value Holdings’s Schwab US Large- Cap ETF SCHX Stock Holding History

Psagot Value Holdings’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
2016 Q2	–	Sell	-17,568	Closed	-$143K	–	395
2016 Q1	$143K	Sell	17,568 -1,056	-6%	-$8.15K	0.01%	250
2015 Q4	$151K	Hold	18,624	–	–	0.01%	254
2015 Q3	$142K	Hold	18,624	–	–	0.01%	257
2015 Q2	$153K	Hold	18,624	–	–	﹤0.01%	272
2015 Q1	$154K	Hold	18,624	–	–	﹤0.01%	264
2014 Q4	$152K	Hold	18,624	–	–	0.01%	266
2014 Q3	$146K	Buy	+18,624	New	+$147K	﹤0.01%	247

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Psagot Value Holdings's SCHX Position: Q2 2016 in Review

Psagot Value Holdings sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2016, closing a stake of 17,568 shares — an estimated $143K sold.

Psagot Value Holdings first reported a position in SCHX in Q3 2014 and held it in 7 quarters. The position peaked at $154K in Q1 2015. 267 funds tracked by Wall St. Rank hold SCHX as of Q2 2016.

Psagot Value Holdings reported no remaining Schwab US Large- Cap ETF position as of Q2 2016 after selling out during the quarter.
Psagot Value Holdings sold 17,568 Schwab US Large- Cap ETF shares in Q2 2016, an estimated $143K.
Psagot Value Holdings first reported a position in Schwab US Large- Cap ETF in Q3 2014 and held it in 7 quarters.
Psagot Value Holdings's Schwab US Large- Cap ETF position peaked at $154K in Q1 2015.
267 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2016.

Based on Psagot Value Holdings's 13F filing for Q2 2016, filed 9 Aug 2016.