AdvicePeriod’s Schwab US Large- Cap ETF SCHX Stock Holding History

AdvicePeriod’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 Q2	–	Sell	-173,388	Closed	-$1.77M	–	86
2020 Q1	$1.77M	Buy	173,388 +41,340	+31%	+$502K	0.18%	59
2019 Q4	$1.69M	Sell	132,048 -3,660	-3%	-$44.9K	0.15%	60
2019 Q3	$1.6M	Sell	135,708 -12,468	-8%	-$147K	0.15%	55
2019 Q2	$1.73M	Buy	+148,176	New	+$1.7M	0.16%	55

Other funds holding SCHX

CSIA

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

AdvicePeriod's SCHX Position: Q2 2020 in Review

AdvicePeriod sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2020, closing a stake of 173,388 shares — an estimated $1.77M sold.

AdvicePeriod first reported a position in SCHX in Q2 2019 and held it in 4 quarters. The position peaked at $1.77M in Q1 2020. 727 funds tracked by Wall St. Rank hold SCHX as of Q2 2020.

AdvicePeriod reported no remaining Schwab US Large- Cap ETF position as of Q2 2020 after selling out during the quarter.
AdvicePeriod sold 173,388 Schwab US Large- Cap ETF shares in Q2 2020, an estimated $1.77M.
AdvicePeriod first reported a position in Schwab US Large- Cap ETF in Q2 2019 and held it in 4 quarters.
AdvicePeriod's Schwab US Large- Cap ETF position peaked at $1.77M in Q1 2020.
727 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2020.

Based on AdvicePeriod's 13F filing for Q2 2020, filed 5 Aug 2020.