WPC
SCHX icon

Waters Parkerson & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

Waters Parkerson & Co’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
2020
Q1 		– Sell
-22,800
Closed -$292K – 158
2019
Q4 		$292K Buy
+22,800
New +$279K 0.02% 135

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
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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Waters Parkerson & Co's SCHX Position: Q1 2020 in Review

Waters Parkerson & Co sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2020, closing a stake of 22,800 shares — an estimated $292K sold.

Waters Parkerson & Co first reported a position in SCHX in Q4 2019 and held it in 1 quarter. The position peaked at $292K in Q4 2019. 701 funds tracked by Wall St. Rank hold SCHX as of Q1 2020.

  • Waters Parkerson & Co reported no remaining Schwab US Large- Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Waters Parkerson & Co sold 22,800 Schwab US Large- Cap ETF shares in Q1 2020, an estimated $292K.
  • Waters Parkerson & Co first reported a position in Schwab US Large- Cap ETF in Q4 2019 and held it in 1 quarter.
  • Waters Parkerson & Co's Schwab US Large- Cap ETF position peaked at $292K in Q4 2019.
  • 701 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2020.

Based on Waters Parkerson & Co's 13F filing for Q1 2020, filed 11 May 2020.