Ronald Blue & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

Ronald Blue & Co’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
2015 Q2	–	Sell	-28,908	Closed	-$239K	–	369
2015 Q1	$239K	Buy	+28,908	New	+$238K	0.01%	301

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 $1.81B AUM 22.3% 1-Year Est. Return

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

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

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

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

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Ronald Blue & Co's SCHX Position: Q2 2015 in Review

Ronald Blue & Co sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2015, closing a stake of 28,908 shares — an estimated $239K sold.

Ronald Blue & Co first reported a position in SCHX in Q1 2015 and held it in 1 quarter. The position peaked at $239K in Q1 2015. 204 funds tracked by Wall St. Rank hold SCHX as of Q2 2015.

Ronald Blue & Co reported no remaining Schwab US Large- Cap ETF position as of Q2 2015 after selling out during the quarter.
Ronald Blue & Co sold 28,908 Schwab US Large- Cap ETF shares in Q2 2015, an estimated $239K.
Ronald Blue & Co first reported a position in Schwab US Large- Cap ETF in Q1 2015 and held it in 1 quarter.
Ronald Blue & Co's Schwab US Large- Cap ETF position peaked at $239K in Q1 2015.
204 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2015.

Based on Ronald Blue & Co's 13F filing for Q2 2015, filed 11 Aug 2015.