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
2024 Q1	–	Sell	-15,000	Closed	-$282K	–	5190
2023 Q4	$282K	Buy	+15,000	New	+$263K	﹤0.01%	3530
2023 Q2	–	Sell	-45,000	Closed	-$715K	–	4849
2023 Q1	$715K	Buy	+45,000	New	+$708K	﹤0.01%	2194
2020 Q2	–	Sell	-37,800	Closed	-$392K	–	5161
2020 Q1	$392K	Buy	+37,800	New	+$459K	﹤0.01%	2922
2019 Q2	–	Sell	-33,600	Closed	-$379K	–	5038
2019 Q1	$379K	Buy	+33,600	New	+$364K	﹤0.01%	3089
2016 Q3	–	Sell	-42,000	Closed	-$344K	–	5057
2016 Q2	$344K	Buy	+42,000	New	+$345K	﹤0.01%	2644

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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.