VWM
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Vector Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Vector Wealth Management’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
Q4 		$543K Sell
61,212
-1,212
-2% -$10.5K 0.38% 36
2016
Q3 		$537K Buy
62,424
+12
+0% +$103 0.37% 38
2016
Q2 		$518K Buy
62,412
+24,462
+64% +$201K 0.35% 39
2016
Q1 		$309K Buy
+37,950
New +$293K 0.23% 56

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 $1.81B AUM 22.3% 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

Vector Wealth Management's SCHX Position: Q4 2016 in Review

Vector Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.9% in Q4 2016, selling an estimated $10.5K and leaving 61,212 shares worth $543K. The position accounts for 0.38% of the portfolio, ranked #36.

Vector Wealth Management first reported a position in SCHX in Q1 2016 and has held it in 4 quarters since. 322 funds tracked by Wall St. Rank hold SCHX as of Q4 2016.

  • Vector Wealth Management held 61,212 shares of Schwab US Large- Cap ETF worth $543K as of Q4 2016.
  • Vector Wealth Management sold 1,212 Schwab US Large- Cap ETF shares in Q4 2016, an estimated $10.5K.
  • Schwab US Large- Cap ETF made up 0.38% of Vector Wealth Management's portfolio in Q4 2016, its #36 holding.
  • Vector Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2016 and has held it in 4 quarters since.
  • 322 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.