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Stanford Investment Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Stanford Investment Group’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
2017
Q1 		– Sell
-74,544
Closed -$662K – 243
2016
Q4 		$662K Buy
74,544
+3,762
+5% +$32.7K 0.32% 24
2016
Q3 		$609K Hold
70,782
– – 0.29% 26
2016
Q2 		$587K Buy
70,782
+144
+0.2% +$1.18K 0.3% 23
2016
Q1 		$575K Sell
70,638
-3,624
-5% -$28K 0.32% 22
2015
Q4 		$601K Buy
+74,262
New +$605K 0.33% 24

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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Stanford Investment Group's SCHX Position: Q1 2017 in Review

Stanford Investment Group sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2017, closing a stake of 74,544 shares — an estimated $662K sold.

Stanford Investment Group first reported a position in SCHX in Q4 2015 and held it in 5 quarters. The position peaked at $662K in Q4 2016. 340 funds tracked by Wall St. Rank hold SCHX as of Q1 2017.

  • Stanford Investment Group reported no remaining Schwab US Large- Cap ETF position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 74,544 Schwab US Large- Cap ETF shares in Q1 2017, an estimated $662K.
  • Stanford Investment Group first reported a position in Schwab US Large- Cap ETF in Q4 2015 and held it in 5 quarters.
  • Stanford Investment Group's Schwab US Large- Cap ETF position peaked at $662K in Q4 2016.
  • 340 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.