WCWM
SCHX icon

Wooster Corthell Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wooster Corthell Wealth Management’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
-1,969,536
Closed -$25.2M – 52
2019
Q4 		$25.2M Buy
1,969,536
+1,002
+0.1% +$12.3K 10.46% 3
2019
Q3 		$23.3M Buy
1,968,534
+13,374
+0.7% +$158K 10.42% 3
2019
Q2 		$22.9M Sell
1,955,160
-6,408
-0.3% -$73.6K 10.27% 3
2019
Q1 		$22.1M Buy
1,961,568
+78,468
+4% +$850K 10.23% 3
2018
Q4 		$18.7M Buy
1,883,100
+55,404
+3% +$595K 10.48% 4
2018
Q3 		$21.2M Sell
1,827,696
-14,526
-0.8% -$165K 10.43% 4
2018
Q2 		$20M Buy
1,842,222
+4,794
+0.3% +$51.7K 10.5% 4
2018
Q1 		$19.3M Sell
1,837,428
-250,158
-12% -$2.72M 10.3% 3
2017
Q4 		$22.2M Buy
2,087,586
+9,750
+0.5% +$101K 11.64% 3
2017
Q3 		$20.8M Buy
2,077,836
+1,116
+0.1% +$11K 11.45% 3
2017
Q2 		$20M Buy
2,076,720
+48,642
+2% +$464K 11.41% 3
2017
Q1 		$19M Buy
2,028,078
+61,950
+3% +$573K 11.48% 3
2016
Q4 		$17.5M Buy
1,966,128
+185,760
+10% +$1.61M 11.39% 3
2016
Q3 		$15.3M Buy
1,780,368
+35,946
+2% +$308K 10.12% 3
2016
Q2 		$14.5M Buy
+1,744,422
New +$14.3M 10.17% 3

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 $1.54B AUM 16.9% 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

Wooster Corthell Wealth Management's SCHX Position: Q1 2020 in Review

Wooster Corthell Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2020, closing a stake of 1,969,536 shares — an estimated $25.2M sold.

Wooster Corthell Wealth Management first reported a position in SCHX in Q2 2016 and held it in 15 quarters. The position peaked at $25.2M in Q4 2019. 701 funds tracked by Wall St. Rank hold SCHX as of Q1 2020.

  • Wooster Corthell Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Wooster Corthell Wealth Management sold 1,969,536 Schwab US Large- Cap ETF shares in Q1 2020, an estimated $25.2M.
  • Wooster Corthell Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2016 and held it in 15 quarters.
  • Wooster Corthell Wealth Management's Schwab US Large- Cap ETF position peaked at $25.2M in Q4 2019.
  • 701 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2020.

Based on Wooster Corthell Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.