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D. Scott Neal’s Schwab US Large- Cap ETF SCHX Stock Holding History

D. Scott Neal’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
2018
Q2 		– Sell
-110,688
Closed -$1.16M – 147
2018
Q1 		$1.16M Buy
110,688
+38,118
+53% +$415K 0.66% 19
2017
Q4 		$771K Buy
72,570
+56,520
+352% +$585K 0.46% 25
2017
Q3 		$161K Buy
16,050
+13,644
+567% +$134K 0.1% 48
2017
Q2 		$23K Buy
2,406
+1,380
+135% +$13.2K 0.02% 122
2017
Q1 		$10K Buy
+1,026
New +$9.48K 0.01% 117

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

D. Scott Neal's SCHX Position: Q2 2018 in Review

D. Scott Neal sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2018, closing a stake of 110,688 shares — an estimated $1.16M sold.

D. Scott Neal first reported a position in SCHX in Q1 2017 and held it in 5 quarters. The position peaked at $1.16M in Q1 2018. 488 funds tracked by Wall St. Rank hold SCHX as of Q2 2018.

  • D. Scott Neal reported no remaining Schwab US Large- Cap ETF position as of Q2 2018 after selling out during the quarter.
  • D. Scott Neal sold 110,688 Schwab US Large- Cap ETF shares in Q2 2018, an estimated $1.16M.
  • D. Scott Neal first reported a position in Schwab US Large- Cap ETF in Q1 2017 and held it in 5 quarters.
  • D. Scott Neal's Schwab US Large- Cap ETF position peaked at $1.16M in Q1 2018.
  • 488 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2018.

Based on D. Scott Neal's 13F filing for Q2 2018, filed 15 Aug 2018.