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Paragon Capital Management (Kansas)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Paragon Capital Management (Kansas)’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
2021
Q2 		– Sell
-12,492
Closed -$211K – 68
2021
Q1 		$211K Buy
+12,492
New +$196K 0.11% 66

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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Paragon Capital Management (Kansas)'s SCHX Position: Q2 2021 in Review

Paragon Capital Management (Kansas) sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2021, closing a stake of 12,492 shares — an estimated $211K sold.

Paragon Capital Management (Kansas) first reported a position in SCHX in Q1 2021 and held it in 1 quarter. The position peaked at $211K in Q1 2021. 872 funds tracked by Wall St. Rank hold SCHX as of Q2 2021.

  • Paragon Capital Management (Kansas) reported no remaining Schwab US Large- Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Paragon Capital Management (Kansas) sold 12,492 Schwab US Large- Cap ETF shares in Q2 2021, an estimated $211K.
  • Paragon Capital Management (Kansas) first reported a position in Schwab US Large- Cap ETF in Q1 2021 and held it in 1 quarter.
  • Paragon Capital Management (Kansas)'s Schwab US Large- Cap ETF position peaked at $211K in Q1 2021.
  • 872 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2021.

Based on Paragon Capital Management (Kansas)'s 13F filing for Q2 2021, filed 11 Aug 2021.