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Shoker Investment Counsel’s Schwab US Large- Cap ETF SCHX Stock Holding History

Shoker Investment Counsel’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
Q4 		– Sell
-17,742
Closed -$209K – 99
2019
Q3 		$209K Sell
17,742
-678
-4% -$7.99K 0.15% 93
2019
Q2 		$215K Sell
18,420
-5,082
-22% -$58.4K 0.16% 90
2019
Q1 		$264K Buy
23,502
+1,278
+6% +$13.8K 0.19% 86
2018
Q4 		$221K Buy
22,224
+534
+2% +$5.73K 0.19% 92
2018
Q3 		$251K Buy
21,690
+336
+2% +$3.82K 0.18% 93
2018
Q2 		$231K Buy
21,354
+678
+3% +$7.31K 0.17% 99
2018
Q1 		$217K Sell
20,676
-6,966
-25% -$75.8K 0.16% 96
2017
Q4 		$293K Buy
27,642
+1,062
+4% +$11K 0.21% 90
2017
Q3 		$266K Buy
26,580
+2,664
+11% +$26.1K 0.2% 92
2017
Q2 		$230K Buy
+23,916
New +$228K 0.18% 93

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Shoker Investment Counsel's SCHX Position: Q4 2019 in Review

Shoker Investment Counsel sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2019, closing a stake of 17,742 shares — an estimated $209K sold.

Shoker Investment Counsel first reported a position in SCHX in Q2 2017 and held it in 10 quarters. The position peaked at $293K in Q4 2017. 728 funds tracked by Wall St. Rank hold SCHX as of Q4 2019.

  • Shoker Investment Counsel reported no remaining Schwab US Large- Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Shoker Investment Counsel sold 17,742 Schwab US Large- Cap ETF shares in Q4 2019, an estimated $209K.
  • Shoker Investment Counsel first reported a position in Schwab US Large- Cap ETF in Q2 2017 and held it in 10 quarters.
  • Shoker Investment Counsel's Schwab US Large- Cap ETF position peaked at $293K in Q4 2017.
  • 728 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2019.

Based on Shoker Investment Counsel's 13F filing for Q4 2019, filed 12 Feb 2020.