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

Edgewood 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
Q1 		– Sell
-51,270
Closed -$510K – 73
2018
Q4 		$510K Buy
+51,270
New +$550K ﹤0.01% 56

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AB
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Edgewood Management's SCHX Position: Q1 2019 in Review

Edgewood Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2019, closing a stake of 51,270 shares — an estimated $510K sold.

Edgewood Management first reported a position in SCHX in Q4 2018 and held it in 1 quarter. The position peaked at $510K in Q4 2018. 599 funds tracked by Wall St. Rank hold SCHX as of Q1 2019.

  • Edgewood Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Edgewood Management sold 51,270 Schwab US Large- Cap ETF shares in Q1 2019, an estimated $510K.
  • Edgewood Management first reported a position in Schwab US Large- Cap ETF in Q4 2018 and held it in 1 quarter.
  • Edgewood Management's Schwab US Large- Cap ETF position peaked at $510K in Q4 2018.
  • 599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2019.

Based on Edgewood Management's 13F filing for Q1 2019, filed 13 May 2019.