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RAFFA WEALTH MANAGEMENT, LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
Q2 		– Sell
-6,528
Closed -$53.1K – 877
2016
Q1 		$53.1K Buy
6,528
+36
+0.6% +$278 0.03% 86
2015
Q4 		$52.6K Buy
6,492
+30
+0.5% +$245 0.03% 80
2015
Q3 		$49.3K Buy
6,462
+36
+0.6% +$291 0.03% 89
2015
Q2 		$52.8K Buy
6,426
+36
+0.6% +$302 0.03% 87
2015
Q1 		$52.8K Buy
6,390
+24
+0.4% +$198 0.03% 76
2014
Q4 		$52K Buy
6,366
+30
+0.5% +$240 0.03% 74
2014
Q3 		$49.6K Buy
6,336
+30
+0.5% +$236 0.04% 79
2014
Q2 		$49.2K Hold
6,306
– – 0.04% 81
2014
Q1 		$47K Sell
6,306
-60
-0.9% -$439 0.04% 86
2013
Q4 		$52K Buy
+6,366
New +$44.9K 0.03% 74

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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SCHX Position: Q2 2016 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2016, closing a stake of 6,528 shares — an estimated $53.1K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SCHX in Q4 2013 and held it in 10 quarters. The position peaked at $53.1K in Q1 2016. 267 funds tracked by Wall St. Rank hold SCHX as of Q2 2016.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Schwab US Large- Cap ETF position as of Q2 2016 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 6,528 Schwab US Large- Cap ETF shares in Q2 2016, an estimated $53.1K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Schwab US Large- Cap ETF in Q4 2013 and held it in 10 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Schwab US Large- Cap ETF position peaked at $53.1K in Q1 2016.
  • 267 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2016.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2016, filed 27 Jul 2026.