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Marshall & Sullivan’s Schwab US Large- Cap ETF SCHX Stock Holding History

Marshall & Sullivan’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
2018
Q3 		– Sell
-108
Closed -$1.17K – 78
2018
Q2 		$1.17K Buy
+108
New +$1.17K ﹤0.01% 83

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
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Marshall & Sullivan's SCHX Position: Q3 2018 in Review

Marshall & Sullivan sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2018, closing a stake of 108 shares — an estimated $1.17K sold.

Marshall & Sullivan first reported a position in SCHX in Q2 2018 and held it in 1 quarter. The position peaked at $1.17K in Q2 2018. 510 funds tracked by Wall St. Rank hold SCHX as of Q3 2018.

  • Marshall & Sullivan reported no remaining Schwab US Large- Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Marshall & Sullivan sold 108 Schwab US Large- Cap ETF shares in Q3 2018, an estimated $1.17K.
  • Marshall & Sullivan first reported a position in Schwab US Large- Cap ETF in Q2 2018 and held it in 1 quarter.
  • Marshall & Sullivan's Schwab US Large- Cap ETF position peaked at $1.17K in Q2 2018.
  • 510 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2018.

Based on Marshall & Sullivan's 13F filing for Q3 2018, filed 29 Oct 2018.