Allegiant Private Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Allegiant Private Advisors’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
2021 Q2	$366K	Hold	21,150	–	–	0.06%	124
2021 Q1	$339K	Hold	21,150	–	–	0.06%	118
2020 Q4	$321K	Buy	+21,150	New	+$303K	0.07%	111

Other funds holding SCHX

CSIA

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Allegiant Private Advisors's SCHX Position: Q2 2021 in Review

Allegiant Private Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2021 at 21,150 shares worth $366K. The position accounts for 0.06% of the portfolio, ranked #124.

Allegiant Private Advisors first reported a position in SCHX in Q4 2020 and has held it in 3 quarters since. 872 funds tracked by Wall St. Rank hold SCHX as of Q2 2021.

Allegiant Private Advisors held 21,150 shares of Schwab US Large- Cap ETF worth $366K as of Q2 2021.
Allegiant Private Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2021.
Schwab US Large- Cap ETF made up 0.06% of Allegiant Private Advisors's portfolio in Q2 2021, its #124 holding.
Allegiant Private Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 3 quarters since.
872 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2021.

Based on Allegiant Private Advisors's 13F filing for Q2 2021, filed 7 Jul 2021.