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Lavaca Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lavaca Capital’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
-1,872
Closed -$21K – 306
2019
Q1 		$21K Hold
1,872
– – 0.02% 213
2018
Q4 		$19K Buy
+1,872
New +$20.1K 0.02% 192

Other funds holding SCHX

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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

Lavaca Capital's SCHX Position: Q2 2019 in Review

Lavaca Capital sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2019, closing a stake of 1,872 shares — an estimated $21K sold.

Lavaca Capital first reported a position in SCHX in Q4 2018 and held it in 2 quarters. The position peaked at $21K in Q1 2019. 613 funds tracked by Wall St. Rank hold SCHX as of Q2 2019.

  • Lavaca Capital reported no remaining Schwab US Large- Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Lavaca Capital sold 1,872 Schwab US Large- Cap ETF shares in Q2 2019, an estimated $21K.
  • Lavaca Capital first reported a position in Schwab US Large- Cap ETF in Q4 2018 and held it in 2 quarters.
  • Lavaca Capital's Schwab US Large- Cap ETF position peaked at $21K in Q1 2019.
  • 613 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2019.

Based on Lavaca Capital's 13F filing for Q2 2019, filed 29 Jul 2019.