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TCG Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

TCG Advisors’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
-630
Closed -$7K – 351
2019
Q2 		$7K Hold
630
– – 0.01% 285
2019
Q1 		$7K Buy
+630
New +$6.83K 0.01% 304

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 $1.54B AUM 16.9% 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

TCG Advisors's SCHX Position: Q3 2019 in Review

TCG Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2019, closing a stake of 630 shares — an estimated $7K sold.

TCG Advisors first reported a position in SCHX in Q1 2019 and held it in 2 quarters. The position peaked at $7K in Q2 2019. 633 funds tracked by Wall St. Rank hold SCHX as of Q3 2019.

  • TCG Advisors reported no remaining Schwab US Large- Cap ETF position as of Q3 2019 after selling out during the quarter.
  • TCG Advisors sold 630 Schwab US Large- Cap ETF shares in Q3 2019, an estimated $7K.
  • TCG Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2019 and held it in 2 quarters.
  • TCG Advisors's Schwab US Large- Cap ETF position peaked at $7K in Q2 2019.
  • 633 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2019.

Based on TCG Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.