Wisconsin Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wisconsin Capital 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
2014 Q4	$394K	Buy	+48,198	New	+$385K	0.14%	102

Other funds holding SCHX

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

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

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

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

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

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

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

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

Wisconsin Capital Management's SCHX Position: Q4 2014 in Review

Wisconsin Capital Management opened a new position in Schwab US Large- Cap ETF (SCHX) in Q4 2014: 48,198 shares worth $394K. The stake represents 0.14% of the portfolio and ranks #102 among its holdings.

183 funds tracked by Wall St. Rank hold SCHX as of Q4 2014.

Wisconsin Capital Management held 48,198 shares of Schwab US Large- Cap ETF worth $394K as of Q4 2014.
Schwab US Large- Cap ETF was a new Wisconsin Capital Management position in Q4 2014.
Schwab US Large- Cap ETF made up 0.14% of Wisconsin Capital Management's portfolio in Q4 2014, its #102 holding.
183 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2014.

Based on Wisconsin Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.