Whitney & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

Whitney & Co’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 Q4	–	Sell	-7,050	Closed	-$79K	–	387
2018 Q3	$79K	Hold	7,050	–	–	0.02%	153
2018 Q2	$76K	Hold	7,050	–	–	0.02%	141
2018 Q1	$74K	Sell	7,050 -13,260	-65%	-$144K	0.02%	152
2017 Q4	$216K	Buy	+20,310	New	+$210K	0.06%	108

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

DCM

DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

Whitney & Co's SCHX Position: Q4 2018 in Review

Whitney & Co sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2018, closing a stake of 7,050 shares — an estimated $79K sold.

Whitney & Co first reported a position in SCHX in Q4 2017 and held it in 4 quarters. The position peaked at $216K in Q4 2017. 584 funds tracked by Wall St. Rank hold SCHX as of Q4 2018.

Whitney & Co reported no remaining Schwab US Large- Cap ETF position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 7,050 Schwab US Large- Cap ETF shares in Q4 2018, an estimated $79K.
Whitney & Co first reported a position in Schwab US Large- Cap ETF in Q4 2017 and held it in 4 quarters.
Whitney & Co's Schwab US Large- Cap ETF position peaked at $216K in Q4 2017.
584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.