South Texas Money Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

South Texas Money 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
2018 Q1	–	Sell	-32,796	Closed	-$349K	–	232
2017 Q4	$349K	Buy	32,796 +888	+3%	+$9.2K	0.02%	167
2017 Q3	$319K	Buy	31,908 +1,890	+6%	+$18.6K	0.02%	165
2017 Q2	$289K	Sell	30,018 -4,872	-14%	-$46.5K	0.01%	172
2017 Q1	$327K	Buy	34,890 +948	+3%	+$8.76K	0.02%	176
2016 Q4	$301K	Buy	33,942 +9,438	+39%	+$82K	0.02%	177
2016 Q3	$211K	Buy	+24,504	New	+$210K	0.01%	190

Other funds holding SCHX

CSIA

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

FMP

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

South Texas Money Management's SCHX Position: Q1 2018 in Review

South Texas Money Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2018, closing a stake of 32,796 shares — an estimated $349K sold.

South Texas Money Management first reported a position in SCHX in Q3 2016 and held it in 6 quarters. The position peaked at $349K in Q4 2017. 457 funds tracked by Wall St. Rank hold SCHX as of Q1 2018.

South Texas Money Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2018 after selling out during the quarter.
South Texas Money Management sold 32,796 Schwab US Large- Cap ETF shares in Q1 2018, an estimated $349K.
South Texas Money Management first reported a position in Schwab US Large- Cap ETF in Q3 2016 and held it in 6 quarters.
South Texas Money Management's Schwab US Large- Cap ETF position peaked at $349K in Q4 2017.
457 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2018.

Based on South Texas Money Management's 13F filing for Q1 2018, filed 11 Apr 2018.