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Morgan Dempsey Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Morgan Dempsey Capital 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
2017
Q3 		– Sell
-2,652
Closed -$26K – 159
2017
Q2 		$26K Buy
+2,652
New +$25.3K 0.01% 146
2017
Q1 		– Sell
-2,652
Closed -$24K – 177
2016
Q4 		$24K Buy
+2,652
New +$23K 0.01% 147
2016
Q1 		– Sell
-1,290
Closed -$10K – 180
2015
Q4 		$10K Buy
+1,290
New +$10.5K ﹤0.01% 164

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

Morgan Dempsey Capital Management's SCHX Position: Q3 2017 in Review

Morgan Dempsey Capital Management sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2017, closing a stake of 2,652 shares — an estimated $26K sold.

Morgan Dempsey Capital Management first reported a position in SCHX in Q4 2015 and held it in 3 quarters. The position peaked at $26K in Q2 2017. 378 funds tracked by Wall St. Rank hold SCHX as of Q3 2017.

  • Morgan Dempsey Capital Management reported no remaining Schwab US Large- Cap ETF position as of Q3 2017 after selling out during the quarter.
  • Morgan Dempsey Capital Management sold 2,652 Schwab US Large- Cap ETF shares in Q3 2017, an estimated $26K.
  • Morgan Dempsey Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2015 and held it in 3 quarters.
  • Morgan Dempsey Capital Management's Schwab US Large- Cap ETF position peaked at $26K in Q2 2017.
  • 378 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2017.

Based on Morgan Dempsey Capital Management's 13F filing for Q3 2017, filed 3 Nov 2017.