SIA
SCHX icon

Stancorp Investment Advisers’s Schwab US Large- Cap ETF SCHX Stock Holding History

Stancorp Investment Advisers’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
Q1 		$282K Sell
34,188
-1,092
-3% -$8.99K 0.13% 148
2014
Q4 		$288K Buy
+35,280
New +$282K 0.13% 145

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return

Stancorp Investment Advisers's SCHX Position: Q1 2015 in Review

Stancorp Investment Advisers reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.1% in Q1 2015, selling an estimated $8.99K and leaving 34,188 shares worth $282K. The position accounts for 0.13% of the portfolio, ranked #148.

Stancorp Investment Advisers first reported a position in SCHX in Q4 2014 and has held it in 2 quarters since. The position peaked at $288K in Q4 2014. 195 funds tracked by Wall St. Rank hold SCHX as of Q1 2015.

  • Stancorp Investment Advisers held 34,188 shares of Schwab US Large- Cap ETF worth $282K as of Q1 2015.
  • Stancorp Investment Advisers sold 1,092 Schwab US Large- Cap ETF shares in Q1 2015, an estimated $8.99K.
  • Schwab US Large- Cap ETF made up 0.13% of Stancorp Investment Advisers's portfolio in Q1 2015, its #148 holding.
  • Stancorp Investment Advisers first reported a position in Schwab US Large- Cap ETF in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's Schwab US Large- Cap ETF position peaked at $288K in Q4 2014.
  • 195 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.