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TD Ameritrade Trust’s Schwab US Large- Cap ETF SCHX Stock Holding History

TD Ameritrade Trust’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
2019
Q1 		$31.9M Buy
2,834,832
+98,184
+4% +$1.06M 11.22% 4
2018
Q4 		$27.2M Sell
2,736,648
-62,796
-2% -$674K 11.39% 4
2018
Q3 		$32.5M Sell
2,799,444
-36,786
-1% -$418K 11.9% 4
2018
Q2 		$30.7M Buy
2,836,230
+40,434
+1% +$436K 11.69% 4
2018
Q1 		$29.4M Buy
2,795,796
+324,504
+13% +$3.53M 11.14% 4
2017
Q4 		$27.7M Buy
2,471,292
+88,020
+4% +$912K 10.33% 4
2017
Q3 		$24.4M Buy
2,383,272
+372,702
+19% +$3.66M 7.17% 5
2017
Q2 		$16.7M Sell
2,010,570
-329,088
-14% -$3.14M 4.59% 6
2017
Q1 		$21.9M Buy
2,339,658
+487,524
+26% +$4.51M 6.79% 4
2016
Q4 		$16.4M Sell
1,852,134
-1,038,924
-36% -$9.02M 4.63% 10
2016
Q3 		$24.9M Buy
2,891,058
+418,626
+17% +$3.59M 7.06% 2
2016
Q2 		$20.5M Buy
2,472,432
+468,144
+23% +$3.85M 6.28% 4
2016
Q1 		$16.3M Buy
2,004,288
+1,418,520
+242% +$10.9M 4.58% 6
2015
Q4 		$4.74M Buy
585,768
+585,756
+4,881,300% +$4.78M 1.37% 24
2015
Q3 		$0 Hold
12
– – ﹤0.01% 49
2015
Q2 		$0 Buy
+12
New +$101 ﹤0.01% 47

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 $113B AUM 34.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

TD Ameritrade Trust's SCHX Position: Q1 2019 in Review

TD Ameritrade Trust increased its Schwab US Large- Cap ETF (SCHX) stake by 3.6% in Q1 2019, buying an estimated $1.06M and bringing the position to 2,834,832 shares worth $31.9M. The position accounts for 11.22% of the portfolio, ranked #4.

TD Ameritrade Trust first reported a position in SCHX in Q2 2015 and has held it in 16 quarters since. The position peaked at $32.5M in Q3 2018. 598 funds tracked by Wall St. Rank hold SCHX as of Q1 2019.

  • TD Ameritrade Trust held 2,834,832 shares of Schwab US Large- Cap ETF worth $31.9M as of Q1 2019.
  • TD Ameritrade Trust bought 98,184 Schwab US Large- Cap ETF shares in Q1 2019, an estimated $1.06M.
  • Schwab US Large- Cap ETF made up 11.22% of TD Ameritrade Trust's portfolio in Q1 2019, its #4 holding.
  • TD Ameritrade Trust first reported a position in Schwab US Large- Cap ETF in Q2 2015 and has held it in 16 quarters since.
  • TD Ameritrade Trust's Schwab US Large- Cap ETF position peaked at $32.5M in Q3 2018.
  • 598 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2019.

Based on TD Ameritrade Trust's 13F filing for Q1 2019, filed 17 Apr 2019.