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

Advisor Group’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
2019
Q4 		$2.81M Buy
219,534
+23,514
+12% +$288K 0.02% 657
2019
Q3 		$2.32M Sell
196,020
-270,180
-58% -$3.18M 0.02% 703
2019
Q2 		$5.45M Sell
466,200
-1,474,998
-76% -$16.9M 0.04% 365
2019
Q1 		$21.9M Sell
1,941,198
-210,696
-10% -$2.28M 0.18% 100
2018
Q4 		$21.4M Buy
2,151,894
+1,999,956
+1,316% +$21.5M 0.21% 84
2018
Q3 		$1.76M Buy
151,938
+19,410
+15% +$221K 0.02% 702
2018
Q2 		$1.44M Sell
132,528
-10,500
-7% -$113K 0.02% 694
2018
Q1 		$1.5M Buy
143,028
+8,910
+7% +$96.9K 0.02% 670
2017
Q4 		$1.43M Sell
134,118
-37,368
-22% -$387K 0.02% 704
2017
Q3 		$1.72M Sell
171,486
-21,636
-11% -$212K 0.03% 565
2017
Q2 		$1.86M Buy
193,122
+105,462
+120% +$1.01M 0.03% 509
2017
Q1 		$821K Sell
87,660
-16,248
-16% -$150K 0.02% 806
2016
Q4 		$923K Buy
103,908
+2,274
+2% +$19.7K 0.02% 695
2016
Q3 		$874K Sell
101,634
-9,738
-9% -$83.5K 0.02% 685
2016
Q2 		$921K Buy
+111,372
New +$916K 0.02% 654

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 $1.81B AUM 22.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Advisor Group's SCHX Position: Q4 2019 in Review

Advisor Group increased its Schwab US Large- Cap ETF (SCHX) stake by 12% in Q4 2019, buying an estimated $288K and bringing the position to 219,534 shares worth $2.81M. The position accounts for 0.02% of the portfolio, ranked #657.

Advisor Group first reported a position in SCHX in Q2 2016 and has held it in 15 quarters since. The position peaked at $21.9M in Q1 2019. 728 funds tracked by Wall St. Rank hold SCHX as of Q4 2019.

  • Advisor Group held 219,534 shares of Schwab US Large- Cap ETF worth $2.81M as of Q4 2019.
  • Advisor Group bought 23,514 Schwab US Large- Cap ETF shares in Q4 2019, an estimated $288K.
  • Schwab US Large- Cap ETF made up 0.02% of Advisor Group's portfolio in Q4 2019, its #657 holding.
  • Advisor Group first reported a position in Schwab US Large- Cap ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Schwab US Large- Cap ETF position peaked at $21.9M in Q1 2019.
  • 728 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.