Wallington Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wallington Asset 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
2015 Q1	–	Sell	-1,866	Closed	-$15K	–	94
2014 Q4	$15K	Hold	1,866	–	–	﹤0.01%	89
2014 Q3	$15K	Sell	1,866 -1,800	-49%	-$14.2K	0.01%	87
2014 Q2	$29K	Hold	3,666	–	–	0.01%	75
2014 Q1	$27K	Buy	+3,666	New	+$26.8K	0.01%	83

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

FMP

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

CCA

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

EWM

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

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

CCM

CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return

Wallington Asset Management's SCHX Position: Q1 2015 in Review

Wallington Asset Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2015, closing a stake of 1,866 shares — an estimated $15K sold.

Wallington Asset Management first reported a position in SCHX in Q1 2014 and held it in 4 quarters. The position peaked at $29K in Q2 2014. 196 funds tracked by Wall St. Rank hold SCHX as of Q1 2015.

Wallington Asset Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2015 after selling out during the quarter.
Wallington Asset Management sold 1,866 Schwab US Large- Cap ETF shares in Q1 2015, an estimated $15K.
Wallington Asset Management first reported a position in Schwab US Large- Cap ETF in Q1 2014 and held it in 4 quarters.
Wallington Asset Management's Schwab US Large- Cap ETF position peaked at $29K in Q2 2014.
196 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2015.

Based on Wallington Asset Management's 13F filing for Q1 2015, filed 15 Apr 2015.