YWP
SCHX icon

YorkBridge Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

YorkBridge Wealth Partners’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
2017
Q3 		– Sell
-1,500
Closed -$14K – 906
2017
Q2 		$14K Sell
1,500
-858
-36% -$8.18K 0.01% 586
2017
Q1 		$22K Buy
2,358
+840
+55% +$7.76K 0.01% 488
2016
Q4 		$13K Buy
+1,518
New +$13.2K 0.01% 538

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
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
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

YorkBridge Wealth Partners's SCHX Position: Q3 2017 in Review

YorkBridge Wealth Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2017, closing a stake of 1,500 shares — an estimated $14K sold.

YorkBridge Wealth Partners first reported a position in SCHX in Q4 2016 and held it in 3 quarters. The position peaked at $22K in Q1 2017. 378 funds tracked by Wall St. Rank hold SCHX as of Q3 2017.

  • YorkBridge Wealth Partners reported no remaining Schwab US Large- Cap ETF position as of Q3 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,500 Schwab US Large- Cap ETF shares in Q3 2017, an estimated $14K.
  • YorkBridge Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q4 2016 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Schwab US Large- Cap ETF position peaked at $22K in Q1 2017.
  • 378 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.