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Yorktown Management & Research Company’s Schwab US Large- Cap ETF SCHX Stock Holding History

Yorktown Management & Research Company’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
-360,000
Closed -$3.47M – 416
2017
Q2 		$3.47M Hold
360,000
– – 1.11% 19
2017
Q1 		$3.38M Buy
360,000
+180,000
+100% +$1.66M 0.88% 23
2016
Q4 		$1.6M Buy
+180,000
New +$1.56M 0.41% 44

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 $1.81B AUM 22.3% 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 $58.2B AUM 22.78% 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

Yorktown Management & Research Company's SCHX Position: Q3 2017 in Review

Yorktown Management & Research Company sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2017, closing a stake of 360,000 shares — an estimated $3.47M sold.

Yorktown Management & Research Company first reported a position in SCHX in Q4 2016 and held it in 3 quarters. The position peaked at $3.47M in Q2 2017. 378 funds tracked by Wall St. Rank hold SCHX as of Q3 2017.

  • Yorktown Management & Research Company reported no remaining Schwab US Large- Cap ETF position as of Q3 2017 after selling out during the quarter.
  • Yorktown Management & Research Company sold 360,000 Schwab US Large- Cap ETF shares in Q3 2017, an estimated $3.47M.
  • Yorktown Management & Research Company first reported a position in Schwab US Large- Cap ETF in Q4 2016 and held it in 3 quarters.
  • Yorktown Management & Research Company's Schwab US Large- Cap ETF position peaked at $3.47M in Q2 2017.
  • 378 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2017.

Based on Yorktown Management & Research Company's 13F filing for Q3 2017, filed 8 Nov 2017.