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Summit Equities’s Schwab US Large- Cap ETF SCHX Stock Holding History

Summit Equities’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
Q3 		$922K Buy
+79,512
New +$904K 0.15% 19

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
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
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Summit Equities's SCHX Position: Q3 2018 in Review

Summit Equities opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2018: 79,512 shares worth $922K. The stake represents 0.15% of the portfolio and ranks #19 among its holdings.

510 funds tracked by Wall St. Rank hold SCHX as of Q3 2018.

  • Summit Equities held 79,512 shares of Schwab US Large- Cap ETF worth $922K as of Q3 2018.
  • Schwab US Large- Cap ETF was a new Summit Equities position in Q3 2018.
  • Schwab US Large- Cap ETF made up 0.15% of Summit Equities's portfolio in Q3 2018, its #19 holding.
  • 510 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2018.

Based on Summit Equities's 13F filing for Q3 2018, filed 13 Nov 2018.