$191 Million is the total value of CWH Capital Management, Inc.'s 62 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $19,982,000 | – | 628,760 | +100.0% | 10.46% | – |
| AIG | New | AMERICAN INTL GROUP INC | $5,689,000 | – | 90,995 | +100.0% | 2.98% | – |
| MGM | New | MGM RESORTS INTERNATIONAL | $3,616,000 | – | 115,560 | +100.0% | 1.89% | – |
| GSY | New | CLAYMORE EXCHANGE TRD FD TRgugg ultr sh dur | $1,394,000 | – | 27,705 | +100.0% | 0.73% | – |
| MCK | New | MCKESSON CORP | $165,000 | – | 1,000 | +100.0% | 0.09% | – |
| ADBE | New | ADOBE SYS INC | $141,000 | – | 1,000 | +100.0% | 0.07% | – |
| BA | New | BOEING CO | $134,000 | – | 680 | +100.0% | 0.07% | – |
| AVA | New | AVISTA CORP | $132,000 | – | 3,100 | +100.0% | 0.07% | – |
| XOM | New | EXXON MOBIL CORP | $114,000 | – | 1,410 | +100.0% | 0.06% | – |
| CYBE | New | CYBEROPTICS CORP | $97,000 | – | 4,700 | +100.0% | 0.05% | – |
| FB | New | FACEBOOK INCcl a | $91,000 | – | 600 | +100.0% | 0.05% | – |
| T | New | AT&T INC | $82,000 | – | 2,175 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Schwab US Large Cap ETF | 29 | Q4 2020 | 14.6% |
| S&P 500 Growth ETF | 29 | Q4 2020 | 9.1% |
| JPMORGAN CHASE & CO | 29 | Q4 2020 | 3.7% |
| HOME DEPOT INC | 29 | Q4 2020 | 1.9% |
| APPLE INC | 29 | Q4 2020 | 2.0% |
| Starbucks Corporation | 29 | Q4 2020 | 0.6% |
| VANGUARD TAX-MANAGED INTL FD | 29 | Q4 2020 | 0.7% |
| ROBERT HALF INTL INC | 29 | Q4 2020 | 1.4% |
| COSTCO WHSL CORP NEW | 29 | Q4 2020 | 0.6% |
| KEY TRONICS CORP | 29 | Q4 2020 | 0.6% |
View CWH Capital Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-02-02 |
| 13F-HR | 2020-10-21 |
| 13F-HR | 2020-07-17 |
| 13F-HR | 2020-05-01 |
| 13F-HR | 2020-01-17 |
| 13F-HR | 2019-10-28 |
| 13F-HR | 2019-08-14 |
| 13F-HR | 2019-05-13 |
| 13F-HR | 2019-01-30 |
| 13F-HR | 2018-11-13 |
View CWH Capital Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.