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Legacy Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Legacy Financial Advisors’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
-8,046
Closed -$91K – 751
2019
Q1 		$91K Hold
8,046
– – 0.03% 180
2018
Q4 		$80K Hold
8,046
– – 0.03% 167
2018
Q3 		$93K Hold
8,046
– – 0.03% 178
2018
Q2 		$90K Hold
8,046
– – 0.03% 181
2018
Q1 		$85K Hold
8,046
– – 0.03% 183
2017
Q4 		$85K Buy
+8,046
New +$83.3K 0.03% 194

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
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

Legacy Financial Advisors's SCHX Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2019, closing a stake of 8,046 shares — an estimated $91K sold.

Legacy Financial Advisors first reported a position in SCHX in Q4 2017 and held it in 6 quarters. The position peaked at $93K in Q3 2018. 613 funds tracked by Wall St. Rank hold SCHX as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Schwab US Large- Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 8,046 Schwab US Large- Cap ETF shares in Q2 2019, an estimated $91K.
  • Legacy Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Schwab US Large- Cap ETF position peaked at $93K in Q3 2018.
  • 613 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.