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Northwestern Mutual Investment Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Northwestern Mutual Investment Services’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
2016
Q1 		– Sell
-402
Closed -$3K – 82
2015
Q4 		$3K Buy
+402
New +$3.28K ﹤0.01% 53

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QI
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FMP
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CCA
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EWM
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EWM
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Northwestern Mutual Investment Services's SCHX Position: Q1 2016 in Review

Northwestern Mutual Investment Services sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2016, closing a stake of 402 shares — an estimated $3K sold.

Northwestern Mutual Investment Services first reported a position in SCHX in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 254 funds tracked by Wall St. Rank hold SCHX as of Q1 2016.

  • Northwestern Mutual Investment Services reported no remaining Schwab US Large- Cap ETF position as of Q1 2016 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 402 Schwab US Large- Cap ETF shares in Q1 2016, an estimated $3K.
  • Northwestern Mutual Investment Services first reported a position in Schwab US Large- Cap ETF in Q4 2015 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's Schwab US Large- Cap ETF position peaked at $3K in Q4 2015.
  • 254 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2016.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2016.