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Knuff & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

Knuff & Co’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
-762
Closed -$10K – 190
2019
Q4 		$10K Hold
762
– – 0.01% 160
2019
Q3 		$9K Hold
762
– – 0.01% 166
2019
Q2 		$9K Hold
762
– – 0.01% 113
2019
Q1 		$9K Hold
762
– – 0.01% 122
2018
Q4 		$8K Buy
+762
New +$8.18K 0.01% 109

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Knuff & Co's SCHX Position: Q1 2020 in Review

Knuff & Co sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2020, closing a stake of 762 shares — an estimated $10K sold.

Knuff & Co first reported a position in SCHX in Q4 2018 and held it in 5 quarters. The position peaked at $10K in Q4 2019. 701 funds tracked by Wall St. Rank hold SCHX as of Q1 2020.

  • Knuff & Co reported no remaining Schwab US Large- Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Knuff & Co sold 762 Schwab US Large- Cap ETF shares in Q1 2020, an estimated $10K.
  • Knuff & Co first reported a position in Schwab US Large- Cap ETF in Q4 2018 and held it in 5 quarters.
  • Knuff & Co's Schwab US Large- Cap ETF position peaked at $10K in Q4 2019.
  • 701 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2020.

Based on Knuff & Co's 13F filing for Q1 2020, filed 13 May 2020.