IFWM
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Institute for Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Institute for 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
2020
Q1 		– Sell
-8,712
Closed -$112K – 628
2019
Q4 		$112K Buy
+8,712
New +$107K 0.03% 466

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 $1.81B AUM 22.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Institute for Wealth Management's SCHX Position: Q1 2020 in Review

Institute for Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2020, closing a stake of 8,712 shares — an estimated $112K sold.

Institute for Wealth Management first reported a position in SCHX in Q4 2019 and held it in 1 quarter. The position peaked at $112K in Q4 2019. 701 funds tracked by Wall St. Rank hold SCHX as of Q1 2020.

  • Institute for Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 8,712 Schwab US Large- Cap ETF shares in Q1 2020, an estimated $112K.
  • Institute for Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Schwab US Large- Cap ETF position peaked at $112K in Q4 2019.
  • 701 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.