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

Arlington 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
2023
Q3 		– Sell
-11,412
Closed -$199K – 561
2023
Q2 		$199K Buy
+11,412
New +$188K 0.03% 156

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MGIA
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Arlington Partners's SCHX Position: Q3 2023 in Review

Arlington Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2023, closing a stake of 11,412 shares — an estimated $199K sold.

Arlington Partners first reported a position in SCHX in Q2 2023 and held it in 1 quarter. The position peaked at $199K in Q2 2023. 1,044 funds tracked by Wall St. Rank hold SCHX as of Q3 2023.

  • Arlington Partners reported no remaining Schwab US Large- Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Arlington Partners sold 11,412 Schwab US Large- Cap ETF shares in Q3 2023, an estimated $199K.
  • Arlington Partners first reported a position in Schwab US Large- Cap ETF in Q2 2023 and held it in 1 quarter.
  • Arlington Partners's Schwab US Large- Cap ETF position peaked at $199K in Q2 2023.
  • 1,044 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2023.

Based on Arlington Partners's 13F filing for Q3 2023, filed 24 Oct 2023.