KFA
SCHX icon

Kays Financial Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

Kays Financial Advisory’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
Q1 		– Sell
-155,364
Closed -$1.55M – 137
2018
Q4 		$1.55M Buy
+155,364
New +$1.67M 0.35% 47

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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Kays Financial Advisory's SCHX Position: Q1 2019 in Review

Kays Financial Advisory sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2019, closing a stake of 155,364 shares — an estimated $1.55M sold.

Kays Financial Advisory first reported a position in SCHX in Q4 2018 and held it in 1 quarter. The position peaked at $1.55M in Q4 2018. 599 funds tracked by Wall St. Rank hold SCHX as of Q1 2019.

  • Kays Financial Advisory reported no remaining Schwab US Large- Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Kays Financial Advisory sold 155,364 Schwab US Large- Cap ETF shares in Q1 2019, an estimated $1.55M.
  • Kays Financial Advisory first reported a position in Schwab US Large- Cap ETF in Q4 2018 and held it in 1 quarter.
  • Kays Financial Advisory's Schwab US Large- Cap ETF position peaked at $1.55M in Q4 2018.
  • 599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2019.

Based on Kays Financial Advisory's 13F filing for Q1 2019, filed 25 Apr 2019.