VKH
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Virtu KCG Holdings’s Schwab US Large- Cap ETF SCHX Stock Holding History

Virtu KCG Holdings’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
2016
Q2 		– Sell
-58,578
Closed -$477K – 3293
2016
Q1 		$477K Buy
+58,578
New +$452K 0.01% 1237

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HSA
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QI
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
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CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Virtu KCG Holdings's SCHX Position: Q2 2016 in Review

Virtu KCG Holdings sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2016, closing a stake of 58,578 shares — an estimated $477K sold.

Virtu KCG Holdings first reported a position in SCHX in Q1 2016 and held it in 1 quarter. The position peaked at $477K in Q1 2016. 267 funds tracked by Wall St. Rank hold SCHX as of Q2 2016.

  • Virtu KCG Holdings reported no remaining Schwab US Large- Cap ETF position as of Q2 2016 after selling out during the quarter.
  • Virtu KCG Holdings sold 58,578 Schwab US Large- Cap ETF shares in Q2 2016, an estimated $477K.
  • Virtu KCG Holdings first reported a position in Schwab US Large- Cap ETF in Q1 2016 and held it in 1 quarter.
  • Virtu KCG Holdings's Schwab US Large- Cap ETF position peaked at $477K in Q1 2016.
  • 267 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2016.

Based on Virtu KCG Holdings's 13F filing for Q2 2016, filed 12 Aug 2016.