Washington Trust Bank’s Schwab US Large- Cap ETF SCHX Stock Holding History

Washington Trust Bank’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	-6,300	Closed	-$51K	–	859
2016 Q1	$51K	Sell	6,300 -1,560	-20%	-$12K	0.01%	368
2015 Q4	$64K	Sell	7,860 -1,500	-16%	-$12.2K	0.01%	357
2015 Q3	$71K	Hold	9,360	–	–	0.02%	341
2015 Q2	$77K	Sell	9,360 -1,200	-11%	-$10.1K	0.02%	345
2015 Q1	$87K	Sell	10,560 -4,788	-31%	-$39.4K	0.02%	347
2014 Q4	$125K	Buy	15,348 +4,788	+45%	+$38.3K	0.03%	299
2014 Q3	$83K	Hold	10,560	–	–	0.03%	375
2014 Q2	$82K	Hold	10,560	–	–	0.02%	406
2014 Q1	$79K	Buy	+10,560	New	+$77.3K	0.02%	407

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 $5.27B AUM 19.34% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $18.2B AUM 22.02% 1-Year Est. Return

Washington Trust Bank's SCHX Position: Q2 2016 in Review

Washington Trust Bank sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2016, closing a stake of 6,300 shares — an estimated $51K sold.

Washington Trust Bank first reported a position in SCHX in Q1 2014 and held it in 9 quarters. The position peaked at $125K in Q4 2014. 267 funds tracked by Wall St. Rank hold SCHX as of Q2 2016.

Washington Trust Bank reported no remaining Schwab US Large- Cap ETF position as of Q2 2016 after selling out during the quarter.
Washington Trust Bank sold 6,300 Schwab US Large- Cap ETF shares in Q2 2016, an estimated $51K.
Washington Trust Bank first reported a position in Schwab US Large- Cap ETF in Q1 2014 and held it in 9 quarters.
Washington Trust Bank's Schwab US Large- Cap ETF position peaked at $125K in Q4 2014.
267 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2016.

Based on Washington Trust Bank's 13F filing for Q2 2016, filed 7 Jul 2016.