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Dynasty Wealth Management, LLC
Dynasty Wealth Management, LLC
SCHX2 quarters
Position history for Dynasty Wealth Management, LLC's holdings in SCHWAB STRATEGIC TR
No. Dynasty Wealth Management exited its SCHX position in Q1 2018. Its Q4 2017 13F listed 11,966 shares worth $763,000. Dynasty Wealth Management already held SCHX in its Q4 2017 13F, the earliest on record, and held it in 1 quarterly 13F filing.
Final Value
$0
Final Shares
0
Total Value Change
-$763,000
Total Shares Change
-11,966
Quarter-by-Quarter History
Other major holders of SCHX: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, US BANCORP \DE\