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Dowling & Yahnke’s Schwab US Large- Cap ETF SCHX Stock Holding History

Dowling & Yahnke’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
2019
Q4 		– Sell
-30,828
Closed -$364K – 384
2019
Q3 		$364K Buy
30,828
+10,680
+53% +$126K 0.03% 251
2019
Q2 		$236K Buy
+20,148
New +$231K 0.02% 273

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 $1.81B AUM 22.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Dowling & Yahnke's SCHX Position: Q4 2019 in Review

Dowling & Yahnke sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2019, closing a stake of 30,828 shares — an estimated $364K sold.

Dowling & Yahnke first reported a position in SCHX in Q2 2019 and held it in 2 quarters. The position peaked at $364K in Q3 2019. 728 funds tracked by Wall St. Rank hold SCHX as of Q4 2019.

  • Dowling & Yahnke reported no remaining Schwab US Large- Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Dowling & Yahnke sold 30,828 Schwab US Large- Cap ETF shares in Q4 2019, an estimated $364K.
  • Dowling & Yahnke first reported a position in Schwab US Large- Cap ETF in Q2 2019 and held it in 2 quarters.
  • Dowling & Yahnke's Schwab US Large- Cap ETF position peaked at $364K in Q3 2019.
  • 728 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2019.

Based on Dowling & Yahnke's 13F filing for Q4 2019, filed 27 Jan 2020.