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

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

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

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return

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

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return