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Independence Bank of Kentucky’s Schwab US Large- Cap ETF SCHX Stock Holding History

Independence Bank of Kentucky’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
-126
Closed -$1K – 367
2019
Q3 		$1K Hold
126
– – ﹤0.01% 352
2019
Q2 		$1K Hold
126
– – ﹤0.01% 322
2019
Q1 		$1K Buy
+126
New +$1.36K ﹤0.01% 327

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SFG
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Creative Planning
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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 $5.27B AUM 19.34% 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

Independence Bank of Kentucky's SCHX Position: Q4 2019 in Review

Independence Bank of Kentucky sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2019, closing a stake of 126 shares — an estimated $1K sold.

Independence Bank of Kentucky first reported a position in SCHX in Q1 2019 and held it in 3 quarters. The position peaked at $1K in Q3 2019. 728 funds tracked by Wall St. Rank hold SCHX as of Q4 2019.

  • Independence Bank of Kentucky reported no remaining Schwab US Large- Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Independence Bank of Kentucky sold 126 Schwab US Large- Cap ETF shares in Q4 2019, an estimated $1K.
  • Independence Bank of Kentucky first reported a position in Schwab US Large- Cap ETF in Q1 2019 and held it in 3 quarters.
  • Independence Bank of Kentucky's Schwab US Large- Cap ETF position peaked at $1K in Q3 2019.
  • 728 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2019.

Based on Independence Bank of Kentucky's 13F filing for Q4 2019, filed 31 Jan 2020.