Vantage Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Vantage Investment Advisors’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
2016 Q1	–	Sell	-1,680	Closed	-$14K	–	838
2015 Q4	$14K	Hold	1,680	–	–	0.01%	449
2015 Q3	$13K	Sell	1,680 -672	-29%	-$5.43K	0.01%	447
2015 Q2	$19K	Sell	2,352 -2,352	-50%	-$19.7K	0.01%	387
2015 Q1	$39K	Buy	4,704 +2,352	+100%	+$19.4K	0.01%	381
2014 Q4	$19K	Buy	2,352 +1,680	+250%	+$13.4K	0.01%	394
2014 Q3	$5K	Hold	672	–	–	﹤0.01%	576
2014 Q2	$5K	Sell	672 -318	-32%	-$2.41K	﹤0.01%	573
2014 Q1	$7K	Hold	990	–	–	﹤0.01%	487
2013 Q4	$7K	Buy	+990	New	+$6.98K	﹤0.01%	456

Other funds holding SCHX

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return