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TIAA CREF Trust’s Schwab US Large- Cap ETF SCHX Stock Holding History

TIAA CREF 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
2017
Q1 		$614K Sell
65,520
-3,000
-4% -$27.7K ﹤0.01% 320
2016
Q4 		$608K Sell
68,520
-5,772
-8% -$50.1K ﹤0.01% 311
2016
Q3 		$639K Buy
+74,292
New +$637K 0.01% 309

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

TIAA CREF Trust's SCHX Position: Q1 2017 in Review

TIAA CREF Trust reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.4% in Q1 2017, selling an estimated $27.7K and leaving 65,520 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

TIAA CREF Trust first reported a position in SCHX in Q3 2016 and has held it in 3 quarters since. The position peaked at $639K in Q3 2016. 340 funds tracked by Wall St. Rank hold SCHX as of Q1 2017.

  • TIAA CREF Trust held 65,520 shares of Schwab US Large- Cap ETF worth $614K as of Q1 2017.
  • TIAA CREF Trust sold 3,000 Schwab US Large- Cap ETF shares in Q1 2017, an estimated $27.7K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of TIAA CREF Trust's portfolio in Q1 2017, its #320 holding.
  • TIAA CREF Trust first reported a position in Schwab US Large- Cap ETF in Q3 2016 and has held it in 3 quarters since.
  • TIAA CREF Trust's Schwab US Large- Cap ETF position peaked at $639K in Q3 2016.
  • 340 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2017.

Based on TIAA CREF Trust's 13F filing for Q1 2017, filed 3 May 2017.