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

WESPAC Advisors SoCal’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
Q2 		– Sell
-3,210
Closed -$36K – 256
2019
Q1 		$36K Buy
+3,210
New +$34.8K 0.02% 131
2018
Q4 		– Hold
0
– – – 145

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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WESPAC Advisors SoCal's SCHX Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2019, closing a stake of 3,210 shares — an estimated $36K sold.

WESPAC Advisors SoCal first reported a position in SCHX in Q1 2019 and held it in 1 quarter. The position peaked at $36K in Q1 2019. 613 funds tracked by Wall St. Rank hold SCHX as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Schwab US Large- Cap ETF position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 3,210 Schwab US Large- Cap ETF shares in Q2 2019, an estimated $36K.
  • WESPAC Advisors SoCal first reported a position in Schwab US Large- Cap ETF in Q1 2019 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Schwab US Large- Cap ETF position peaked at $36K in Q1 2019.
  • 613 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.