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

Threshold 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
Q3 		$3.75M Buy
374,448
+10,530
+3% +$103K 2.99% 11
2017
Q2 		$3.5M Buy
363,918
+18,348
+5% +$175K 3.1% 10
2017
Q1 		$3.24M Buy
345,570
+5,940
+2% +$54.9K 3.12% 10
2016
Q4 		$3.02M Buy
339,630
+3,036
+0.9% +$26.4K 2.63% 13
2016
Q3 		$2.9M Buy
336,594
+6,486
+2% +$55.6K 2.8% 10
2016
Q2 		$2.74M Buy
+330,108
New +$2.71M 2.74% 12

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 $1.54B AUM 16.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

Threshold Group's SCHX Position: Q3 2017 in Review

Threshold Group increased its Schwab US Large- Cap ETF (SCHX) stake by 2.9% in Q3 2017, buying an estimated $103K and bringing the position to 374,448 shares worth $3.75M. The position accounts for 2.99% of the portfolio, ranked #11.

Threshold Group first reported a position in SCHX in Q2 2016 and has held it in 6 quarters since. 378 funds tracked by Wall St. Rank hold SCHX as of Q3 2017.

  • Threshold Group held 374,448 shares of Schwab US Large- Cap ETF worth $3.75M as of Q3 2017.
  • Threshold Group bought 10,530 Schwab US Large- Cap ETF shares in Q3 2017, an estimated $103K.
  • Schwab US Large- Cap ETF made up 2.99% of Threshold Group's portfolio in Q3 2017, its #11 holding.
  • Threshold Group first reported a position in Schwab US Large- Cap ETF in Q2 2016 and has held it in 6 quarters since.
  • 378 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2017.

Based on Threshold Group's 13F filing for Q3 2017, filed 14 Nov 2017.