Marietta Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Marietta Wealth Management’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 Q4	–	Sell	-31,050	Closed	-$367K	–	116
2019 Q3	$367K	Buy	+31,050	New	+$366K	0.13%	102
2019 Q1	–	Sell	-31,542	Closed	-$314K	–	119
2018 Q4	$314K	Buy	31,542 +558	+2%	+$5.99K	0.15%	103
2018 Q3	$359K	Sell	30,984 -4,194	-12%	-$47.7K	0.16%	107
2018 Q2	$381K	Sell	35,178 -2,490	-7%	-$26.9K	0.19%	105
2018 Q1	$396K	Buy	37,668 +336	+0.9%	+$3.65K	0.21%	97
2017 Q4	$397K	Buy	37,332 +96	+0.3%	+$994	0.22%	93
2017 Q3	$373K	Buy	37,236 +96	+0.3%	+$942	0.21%	97
2017 Q2	$358K	Sell	37,140 -2,100	-5%	-$20K	0.22%	97
2017 Q1	$368K	Buy	39,240 +2,904	+8%	+$26.8K	0.24%	94
2016 Q4	$323K	Buy	+36,336	New	+$316K	0.26%	100

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Marietta Wealth Management's SCHX Position: Q4 2019 in Review

Marietta Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2019, closing a stake of 31,050 shares — an estimated $367K sold.

Marietta Wealth Management first reported a position in SCHX in Q4 2016 and held it in 10 quarters. The position peaked at $397K in Q4 2017. 728 funds tracked by Wall St. Rank hold SCHX as of Q4 2019.

Marietta Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q4 2019 after selling out during the quarter.
Marietta Wealth Management sold 31,050 Schwab US Large- Cap ETF shares in Q4 2019, an estimated $367K.
Marietta Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2016 and held it in 10 quarters.
Marietta Wealth Management's Schwab US Large- Cap ETF position peaked at $397K in Q4 2017.
728 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2019.

Based on Marietta Wealth Management's 13F filing for Q4 2019, filed 7 Feb 2020.