Beacon Pointe Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Beacon Pointe Wealth 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
2019 Q4	$1.87M	Sell	145,788 -7,380	-5%	-$90.5K	0.34%	61
2019 Q3	$1.81M	Buy	153,168 +49,380	+48%	+$582K	0.38%	57
2019 Q2	$1.22M	Hold	103,788	–	–	0.26%	83
2019 Q1	$1.17M	Sell	103,788 -2,910	-3%	-$31.5K	0.27%	84
2018 Q4	$1.06M	Buy	+106,698	New	+$1.15M	0.38%	65

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

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

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

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 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

Beacon Pointe Wealth Advisors's SCHX Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.8% in Q4 2019, selling an estimated $90.5K and leaving 145,788 shares worth $1.87M. The position accounts for 0.34% of the portfolio, ranked #61.

Beacon Pointe Wealth Advisors first reported a position in SCHX in Q4 2018 and has held it in 5 quarters since. 728 funds tracked by Wall St. Rank hold SCHX as of Q4 2019.

Beacon Pointe Wealth Advisors held 145,788 shares of Schwab US Large- Cap ETF worth $1.87M as of Q4 2019.
Beacon Pointe Wealth Advisors sold 7,380 Schwab US Large- Cap ETF shares in Q4 2019, an estimated $90.5K.
Schwab US Large- Cap ETF made up 0.34% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #61 holding.
Beacon Pointe Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 5 quarters since.
728 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.