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Trutina Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Trutina Financial’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
2014
Q2 		– Sell
-6,024
Closed -$45K – 213
2014
Q1 		$45K Buy
+6,024
New +$44.1K 0.03% 130
2013
Q4 		– Sell
-2,238
Closed -$15K – 142
2013
Q3 		$15K Buy
+2,238
New +$14.9K 0.01% 167

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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AHS
Aspiriant Holdings S3 Los Angeles, California $233M AUM 3.13% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trutina Financial's SCHX Position: Q2 2014 in Review

Trutina Financial sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2014, closing a stake of 6,024 shares — an estimated $45K sold.

Trutina Financial first reported a position in SCHX in Q3 2013 and held it in 2 quarters. The position peaked at $45K in Q1 2014. 148 funds tracked by Wall St. Rank hold SCHX as of Q2 2014.

  • Trutina Financial reported no remaining Schwab US Large- Cap ETF position as of Q2 2014 after selling out during the quarter.
  • Trutina Financial sold 6,024 Schwab US Large- Cap ETF shares in Q2 2014, an estimated $45K.
  • Trutina Financial first reported a position in Schwab US Large- Cap ETF in Q3 2013 and held it in 2 quarters.
  • Trutina Financial's Schwab US Large- Cap ETF position peaked at $45K in Q1 2014.
  • 148 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2014.

Based on Trutina Financial's 13F filing for Q2 2014, filed 14 Aug 2014.