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American Research & Management Company’s Schwab US Large- Cap ETF SCHX Stock Holding History

American Research & Management Company’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
Q1 		– Sell
-2,874
Closed -$44K – 388
2020
Q4 		$44K Buy
+2,874
New +$41.1K 0.01% 208

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UBS Group
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SFG
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Creative Planning
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

American Research & Management Company's SCHX Position: Q1 2021 in Review

American Research & Management Company sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2021, closing a stake of 2,874 shares — an estimated $44K sold.

American Research & Management Company first reported a position in SCHX in Q4 2020 and held it in 1 quarter. The position peaked at $44K in Q4 2020. 836 funds tracked by Wall St. Rank hold SCHX as of Q1 2021.

  • American Research & Management Company reported no remaining Schwab US Large- Cap ETF position as of Q1 2021 after selling out during the quarter.
  • American Research & Management Company sold 2,874 Schwab US Large- Cap ETF shares in Q1 2021, an estimated $44K.
  • American Research & Management Company first reported a position in Schwab US Large- Cap ETF in Q4 2020 and held it in 1 quarter.
  • American Research & Management Company's Schwab US Large- Cap ETF position peaked at $44K in Q4 2020.
  • 836 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2021.

Based on American Research & Management Company's 13F filing for Q1 2021, filed 6 Apr 2021.