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Integrated Investment Consultants’s Schwab US Large- Cap ETF SCHX Stock Holding History

Integrated Investment Consultants’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
2018
Q2 		– Sell
-11,280
Closed -$119K – 602
2018
Q1 		$119K Buy
+11,280
New +$123K 0.05% 290

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AB
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HSA
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Creative Planning
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AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Integrated Investment Consultants's SCHX Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2018, closing a stake of 11,280 shares — an estimated $119K sold.

Integrated Investment Consultants first reported a position in SCHX in Q1 2018 and held it in 1 quarter. The position peaked at $119K in Q1 2018. 488 funds tracked by Wall St. Rank hold SCHX as of Q2 2018.

  • Integrated Investment Consultants reported no remaining Schwab US Large- Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 11,280 Schwab US Large- Cap ETF shares in Q2 2018, an estimated $119K.
  • Integrated Investment Consultants first reported a position in Schwab US Large- Cap ETF in Q1 2018 and held it in 1 quarter.
  • Integrated Investment Consultants's Schwab US Large- Cap ETF position peaked at $119K in Q1 2018.
  • 488 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.