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KWMG LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

KWMG LLC’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
-60
Closed -$1K – 375
2019
Q1 		$1K Hold
60
– – ﹤0.01% 444
2018
Q4 		$1K Sell
60
-24
-29% -$258 ﹤0.01% 458
2018
Q3 		$1K Buy
84
+24
+40% +$273 ﹤0.01% 449
2018
Q2 		$1K Buy
+60
New +$647 ﹤0.01% 451

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 $1.54B AUM 16.9% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

KWMG LLC's SCHX Position: Q2 2019 in Review

KWMG LLC sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2019, closing a stake of 60 shares — an estimated $1K sold.

KWMG LLC first reported a position in SCHX in Q2 2018 and held it in 4 quarters. The position peaked at $1K in Q1 2019. 613 funds tracked by Wall St. Rank hold SCHX as of Q2 2019.

  • KWMG LLC reported no remaining Schwab US Large- Cap ETF position as of Q2 2019 after selling out during the quarter.
  • KWMG LLC sold 60 Schwab US Large- Cap ETF shares in Q2 2019, an estimated $1K.
  • KWMG LLC first reported a position in Schwab US Large- Cap ETF in Q2 2018 and held it in 4 quarters.
  • KWMG LLC's Schwab US Large- Cap ETF position peaked at $1K in Q1 2019.
  • 613 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.