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

Dynasty 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
2018
Q1 		– Sell
-71,796
Closed -$763K – 92
2017
Q4 		$763K Buy
+71,796
New +$744K 1.32% 18

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Dynasty Wealth Management's SCHX Position: Q1 2018 in Review

Dynasty Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2018, closing a stake of 71,796 shares — an estimated $763K sold.

Dynasty Wealth Management first reported a position in SCHX in Q4 2017 and held it in 1 quarter. The position peaked at $763K in Q4 2017. 457 funds tracked by Wall St. Rank hold SCHX as of Q1 2018.

  • Dynasty Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 71,796 Schwab US Large- Cap ETF shares in Q1 2018, an estimated $763K.
  • Dynasty Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2017 and held it in 1 quarter.
  • Dynasty Wealth Management's Schwab US Large- Cap ETF position peaked at $763K in Q4 2017.
  • 457 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2018.

Based on Dynasty Wealth Management's 13F filing for Q1 2018, filed 20 Apr 2018.