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Chelsea Counsel Company’s Schwab US Large- Cap ETF SCHX Stock Holding History

Chelsea Counsel 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
2023
Q1 		– Sell
-654
Closed -$9.84K – 162
2022
Q4 		$9.84K Buy
+654
New +$9.9K ﹤0.01% 148

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MGIA
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Chelsea Counsel Company's SCHX Position: Q1 2023 in Review

Chelsea Counsel Company sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2023, closing a stake of 654 shares — an estimated $9.84K sold.

Chelsea Counsel Company first reported a position in SCHX in Q4 2022 and held it in 1 quarter. The position peaked at $9.84K in Q4 2022. 1,039 funds tracked by Wall St. Rank hold SCHX as of Q1 2023.

  • Chelsea Counsel Company reported no remaining Schwab US Large- Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Chelsea Counsel Company sold 654 Schwab US Large- Cap ETF shares in Q1 2023, an estimated $9.84K.
  • Chelsea Counsel Company first reported a position in Schwab US Large- Cap ETF in Q4 2022 and held it in 1 quarter.
  • Chelsea Counsel Company's Schwab US Large- Cap ETF position peaked at $9.84K in Q4 2022.
  • 1,039 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2023.

Based on Chelsea Counsel Company's 13F filing for Q1 2023, filed 19 May 2023.