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

Requisite 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
2019
Q3 		– Sell
-26,100
Closed -$307K – 111
2019
Q2 		$307K Buy
+26,100
New +$300K 0.12% 69

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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Requisite Capital Management's SCHX Position: Q3 2019 in Review

Requisite Capital Management sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2019, closing a stake of 26,100 shares — an estimated $307K sold.

Requisite Capital Management first reported a position in SCHX in Q2 2019 and held it in 1 quarter. The position peaked at $307K in Q2 2019. 633 funds tracked by Wall St. Rank hold SCHX as of Q3 2019.

  • Requisite Capital Management reported no remaining Schwab US Large- Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Requisite Capital Management sold 26,100 Schwab US Large- Cap ETF shares in Q3 2019, an estimated $307K.
  • Requisite Capital Management first reported a position in Schwab US Large- Cap ETF in Q2 2019 and held it in 1 quarter.
  • Requisite Capital Management's Schwab US Large- Cap ETF position peaked at $307K in Q2 2019.
  • 633 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2019.

Based on Requisite Capital Management's 13F filing for Q3 2019, filed 29 Oct 2019.