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Indie Asset Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Indie Asset Partners’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
2020
Q2 		– Sell
-21,924
Closed -$224K – 98
2020
Q1 		$224K Sell
21,924
-2,634
-11% -$32K 0.28% 67
2019
Q4 		$314K Buy
+24,558
New +$301K 0.33% 57

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UBS Group
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SFG
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Creative Planning
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HSA
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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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Indie Asset Partners's SCHX Position: Q2 2020 in Review

Indie Asset Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2020, closing a stake of 21,924 shares — an estimated $224K sold.

Indie Asset Partners first reported a position in SCHX in Q4 2019 and held it in 2 quarters. The position peaked at $314K in Q4 2019. 727 funds tracked by Wall St. Rank hold SCHX as of Q2 2020.

  • Indie Asset Partners reported no remaining Schwab US Large- Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Indie Asset Partners sold 21,924 Schwab US Large- Cap ETF shares in Q2 2020, an estimated $224K.
  • Indie Asset Partners first reported a position in Schwab US Large- Cap ETF in Q4 2019 and held it in 2 quarters.
  • Indie Asset Partners's Schwab US Large- Cap ETF position peaked at $314K in Q4 2019.
  • 727 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2020.

Based on Indie Asset Partners's 13F filing for Q2 2020, filed 12 Aug 2020.