WA
SCHX icon

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

WESPAC Advisors’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
2014
Q1 		– Sell
-343,560
Closed -$2.52M – 155
2013
Q4 		$2.52M Buy
343,560
+45,894
+15% +$323K 2.1% 2
2013
Q3 		$2M Buy
297,666
+17,556
+6% +$117K 2.33% 3
2013
Q2 		$1.78M Buy
+280,110
New +$1.79M 2.71% 2

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 $1.54B AUM 16.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AHS
Aspiriant Holdings S3 Los Angeles, California $233M AUM 3.13% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WESPAC Advisors's SCHX Position: Q1 2014 in Review

WESPAC Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2014, closing a stake of 343,560 shares — an estimated $2.52M sold.

WESPAC Advisors first reported a position in SCHX in Q2 2013 and held it in 3 quarters. The position peaked at $2.52M in Q4 2013. 135 funds tracked by Wall St. Rank hold SCHX as of Q1 2014.

  • WESPAC Advisors reported no remaining Schwab US Large- Cap ETF position as of Q1 2014 after selling out during the quarter.
  • WESPAC Advisors sold 343,560 Schwab US Large- Cap ETF shares in Q1 2014, an estimated $2.52M.
  • WESPAC Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2013 and held it in 3 quarters.
  • WESPAC Advisors's Schwab US Large- Cap ETF position peaked at $2.52M in Q4 2013.
  • 135 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2014.

Based on WESPAC Advisors's 13F filing for Q1 2014, filed 30 Apr 2014.