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

Little House 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
-1,200
Closed -$13K – 241
2019
Q1 		$13K Buy
+1,200
New +$13K 0.01% 235

Other funds holding SCHX

CSIA
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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

Little House Capital's SCHX Position: Q2 2019 in Review

Little House Capital sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2019, closing a stake of 1,200 shares — an estimated $13K sold.

Little House Capital first reported a position in SCHX in Q1 2019 and held it in 1 quarter. The position peaked at $13K in Q1 2019. 613 funds tracked by Wall St. Rank hold SCHX as of Q2 2019.

  • Little House Capital reported no remaining Schwab US Large- Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Little House Capital sold 1,200 Schwab US Large- Cap ETF shares in Q2 2019, an estimated $13K.
  • Little House Capital first reported a position in Schwab US Large- Cap ETF in Q1 2019 and held it in 1 quarter.
  • Little House Capital's Schwab US Large- Cap ETF position peaked at $13K in Q1 2019.
  • 613 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2019.

Based on Little House Capital's 13F filing for Q2 2019, filed 14 Aug 2019.