Wolverine Trading
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Wolverine Trading’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wolverine Trading’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
2023
Q2 		– Sell
-24,900
Closed -$395K – 4847
2023
Q1 		$395K Buy
+24,900
New +$392K ﹤0.01% 2740
2019
Q2 		– Sell
-18,000
Closed -$203K – 5037
2019
Q1 		$203K Buy
+18,000
New +$195K ﹤0.01% 3809
2016
Q3 		– Sell
-67,200
Closed -$550K – 5056
2016
Q2 		$550K Buy
+67,200
New +$552K ﹤0.01% 2139

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wolverine Trading's SCHX Position: Q2 2023 in Review

Wolverine Trading sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2023, closing a stake of 22,359 shares — an estimated $355K sold.

Wolverine Trading first reported a position in SCHX in Q2 2017 and held it in 5 quarters. The position peaked at $879K in Q2 2020. 1,071 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

  • Wolverine Trading reported no remaining Schwab US Large- Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Wolverine Trading sold 22,359 Schwab US Large- Cap ETF shares in Q2 2023, an estimated $355K.
  • Wolverine Trading first reported a position in Schwab US Large- Cap ETF in Q2 2017 and held it in 5 quarters.
  • Wolverine Trading's Schwab US Large- Cap ETF position peaked at $879K in Q2 2020.
  • 1,071 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

Based on Wolverine Trading's 13F filing for Q2 2023, filed 23 Aug 2023.