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

PRW 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
Q1 		– Sell
-1,422
Closed -$14K – 783
2018
Q4 		$14K Buy
+1,422
New +$15.3K 0.02% 264

Other funds holding SCHX

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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 $1.81B AUM 22.3% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

PRW Wealth Management's SCHX Position: Q1 2019 in Review

PRW Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2019, closing a stake of 1,422 shares — an estimated $14K sold.

PRW Wealth Management first reported a position in SCHX in Q4 2018 and held it in 1 quarter. The position peaked at $14K in Q4 2018. 599 funds tracked by Wall St. Rank hold SCHX as of Q1 2019.

  • PRW Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2019 after selling out during the quarter.
  • PRW Wealth Management sold 1,422 Schwab US Large- Cap ETF shares in Q1 2019, an estimated $14K.
  • PRW Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2018 and held it in 1 quarter.
  • PRW Wealth Management's Schwab US Large- Cap ETF position peaked at $14K in Q4 2018.
  • 599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2019.

Based on PRW Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.