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

Intellectus 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
2019
Q2 		– Sell
-390
Closed -$4K – 361
2019
Q1 		$4K Buy
+390
New +$4.23K ﹤0.01% 408
2018
Q4 		– Sell
-390
Closed -$5K – 461
2018
Q3 		$5K Hold
390
– – ﹤0.01% 534
2018
Q2 		$4K Buy
+390
New +$4.21K ﹤0.01% 546

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 $113B AUM 34.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 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 $171B AUM 24.68% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Intellectus Partners's SCHX Position: Q2 2019 in Review

Intellectus Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2019, closing a stake of 390 shares — an estimated $4K sold.

Intellectus Partners first reported a position in SCHX in Q2 2018 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 612 funds tracked by Wall St. Rank hold SCHX as of Q2 2019.

  • Intellectus Partners reported no remaining Schwab US Large- Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Intellectus Partners sold 390 Schwab US Large- Cap ETF shares in Q2 2019, an estimated $4K.
  • Intellectus Partners first reported a position in Schwab US Large- Cap ETF in Q2 2018 and held it in 3 quarters.
  • Intellectus Partners's Schwab US Large- Cap ETF position peaked at $5K in Q3 2018.
  • 612 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2019.

Based on Intellectus Partners's 13F filing for Q2 2019, filed 8 Aug 2019.