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Wealthfront’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wealthfront’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
2018
Q3 		$635K Buy
54,774
+3,090
+6% +$35.1K 0.01% 346
2018
Q2 		$560K Sell
51,684
-8,664
-14% -$93.4K 0.01% 351
2018
Q1 		$634K Buy
60,348
+7,002
+13% +$76.2K 0.01% 347
2017
Q4 		$567K Buy
53,346
+6,258
+13% +$64.8K 0.01% 335
2017
Q3 		$471K Buy
+47,088
New +$462K 0.01% 341
2015
Q4 		– Sell
-108
Closed -$1K – 906
2015
Q3 		$1K Sell
108
-774
-88% -$6.26K ﹤0.01% 1218
2015
Q2 		$7K Buy
882
+558
+172% +$4.68K ﹤0.01% 962
2015
Q1 		$3K Hold
324
– – ﹤0.01% 938
2014
Q4 		$3K Buy
+324
New +$2.59K ﹤0.01% 599

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Wealthfront's SCHX Position: Q3 2018 in Review

Wealthfront increased its Schwab US Large- Cap ETF (SCHX) stake by 6% in Q3 2018, buying an estimated $35.1K and bringing the position to 54,774 shares worth $635K. The position accounts for 0.01% of the portfolio, ranked #346.

Wealthfront first reported a position in SCHX in Q4 2014 and has held it in 9 quarters since. 510 funds tracked by Wall St. Rank hold SCHX as of Q3 2018.

  • Wealthfront held 54,774 shares of Schwab US Large- Cap ETF worth $635K as of Q3 2018.
  • Wealthfront bought 3,090 Schwab US Large- Cap ETF shares in Q3 2018, an estimated $35.1K.
  • Schwab US Large- Cap ETF made up 0.01% of Wealthfront's portfolio in Q3 2018, its #346 holding.
  • Wealthfront first reported a position in Schwab US Large- Cap ETF in Q4 2014 and has held it in 9 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.