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

Ackerman Capital 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
2020
Q1 		– Sell
-60,870
Closed -$779K – 181
2019
Q4 		$779K Buy
60,870
+4,800
+9% +$58.8K 0.23% 56
2019
Q3 		$663K Buy
56,070
+174
+0.3% +$2.05K 0.23% 58
2019
Q2 		$654 Buy
55,896
+1,146
+2% +$13.2K ﹤0.01% 97
2019
Q1 		$617 Buy
54,750
+930
+2% +$10.1K ﹤0.01% 100
2018
Q4 		$536 Buy
+53,820
New +$578K 0.04% 98

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Ackerman Capital Advisors's SCHX Position: Q1 2020 in Review

Ackerman Capital Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2020, closing a stake of 60,870 shares — an estimated $779K sold.

Ackerman Capital Advisors first reported a position in SCHX in Q4 2018 and held it in 5 quarters. The position peaked at $779K in Q4 2019. 701 funds tracked by Wall St. Rank hold SCHX as of Q1 2020.

  • Ackerman Capital Advisors reported no remaining Schwab US Large- Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Ackerman Capital Advisors sold 60,870 Schwab US Large- Cap ETF shares in Q1 2020, an estimated $779K.
  • Ackerman Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2018 and held it in 5 quarters.
  • Ackerman Capital Advisors's Schwab US Large- Cap ETF position peaked at $779K in Q4 2019.
  • 701 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2020.

Based on Ackerman Capital Advisors's 13F filing for Q1 2020, filed 14 Aug 2020.