Question 1

How many shares of SCHX does Dynasty Wealth Management, LLC own?

Accepted Answer

Dynasty Wealth Management, LLC previously held 0 shares of SCHX (SCHWAB US LARGE-CAP ETF) before exiting the position in 2018-Q1.

Question 2

What is Dynasty Wealth Management, LLC's SCHX position worth?

Accepted Answer

Dynasty Wealth Management, LLC's SCHX position was last reported at $0 in 2018-Q1 before the exit.

Question 3

Is Dynasty Wealth Management, LLC buying or selling SCHX?

Accepted Answer

In 2018-Q1, Dynasty Wealth Management, LLC exited their SCHX position entirely (-100.0% change in shares).

Question 4

When did Dynasty Wealth Management, LLC first buy SCHX?

Accepted Answer

Based on available 13F filings, Dynasty Wealth Management, LLC first reported a position in SCHX in 2017-Q4. They have held the position across 2 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2018-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$9.29	0
2017-Q4	New	11,966	-	$763,000	1.3%	$9.35	56

SCHX2 quarters

SCHX
2 quarters