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Doyle Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Doyle Wealth Management’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
Q3 		– Sell
-7,266
Closed -$85K – 655
2019
Q2 		$85K Buy
+7,266
New +$83.5K 0.01% 284
2019
Q1 		– Sell
-7,266
Closed -$72K – 639
2018
Q4 		$72K Buy
+7,266
New +$78K 0.01% 302

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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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

Doyle Wealth Management's SCHX Position: Q3 2019 in Review

Doyle Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2019, closing a stake of 7,266 shares — an estimated $85K sold.

Doyle Wealth Management first reported a position in SCHX in Q4 2018 and held it in 2 quarters. The position peaked at $85K in Q2 2019. 633 funds tracked by Wall St. Rank hold SCHX as of Q3 2019.

  • Doyle Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 7,266 Schwab US Large- Cap ETF shares in Q3 2019, an estimated $85K.
  • Doyle Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Schwab US Large- Cap ETF position peaked at $85K in Q2 2019.
  • 633 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.