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

USAdvisors 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
2018
Q4 		– Sell
-36,198
Closed -$420K – 69
2018
Q3 		$420K Buy
+36,198
New +$412K 0.3% 44

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
DCM
DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

USAdvisors Wealth Management's SCHX Position: Q4 2018 in Review

USAdvisors Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2018, closing a stake of 36,198 shares — an estimated $420K sold.

USAdvisors Wealth Management first reported a position in SCHX in Q3 2018 and held it in 1 quarter. The position peaked at $420K in Q3 2018. 584 funds tracked by Wall St. Rank hold SCHX as of Q4 2018.

  • USAdvisors Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q4 2018 after selling out during the quarter.
  • USAdvisors Wealth Management sold 36,198 Schwab US Large- Cap ETF shares in Q4 2018, an estimated $420K.
  • USAdvisors Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2018 and held it in 1 quarter.
  • USAdvisors Wealth Management's Schwab US Large- Cap ETF position peaked at $420K in Q3 2018.
  • 584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2018.

Based on USAdvisors Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.