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Gilbert & Cook’s Schwab US Large- Cap ETF SCHX Stock Holding History

Gilbert & Cook’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
-45,396
Closed -$452K – 113
2018
Q4 		$452K Buy
+45,396
New +$487K 0.16% 54

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 $1.54B AUM 16.9% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Gilbert & Cook's SCHX Position: Q1 2019 in Review

Gilbert & Cook sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2019, closing a stake of 45,396 shares — an estimated $452K sold.

Gilbert & Cook first reported a position in SCHX in Q4 2018 and held it in 1 quarter. The position peaked at $452K in Q4 2018. 599 funds tracked by Wall St. Rank hold SCHX as of Q1 2019.

  • Gilbert & Cook reported no remaining Schwab US Large- Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Gilbert & Cook sold 45,396 Schwab US Large- Cap ETF shares in Q1 2019, an estimated $452K.
  • Gilbert & Cook first reported a position in Schwab US Large- Cap ETF in Q4 2018 and held it in 1 quarter.
  • Gilbert & Cook's Schwab US Large- Cap ETF position peaked at $452K in Q4 2018.
  • 599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2019.

Based on Gilbert & Cook's 13F filing for Q1 2019, filed 10 May 2019.