Beck Bode LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

Beck Bode LLC’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 Q3	–	Sell	-3,348	Closed	-$58K	–	265
2021 Q2	$58K	Buy	+3,348	New	+$56.5K	0.02%	122
2020 Q4	–	Sell	-3,768	Closed	-$51K	–	229
2020 Q3	$51K	Buy	+3,768	New	+$50.1K	0.02%	105

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 $751B AUM 38.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $171B AUM 24.68% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

AWS

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

Beck Bode LLC's SCHX Position: Q3 2021 in Review

Beck Bode LLC sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2021, closing a stake of 3,348 shares — an estimated $58K sold.

Beck Bode LLC first reported a position in SCHX in Q3 2020 and held it in 2 quarters. The position peaked at $58K in Q2 2021. 869 funds tracked by Wall St. Rank hold SCHX as of Q3 2021.

Beck Bode LLC reported no remaining Schwab US Large- Cap ETF position as of Q3 2021 after selling out during the quarter.
Beck Bode LLC sold 3,348 Schwab US Large- Cap ETF shares in Q3 2021, an estimated $58K.
Beck Bode LLC first reported a position in Schwab US Large- Cap ETF in Q3 2020 and held it in 2 quarters.
Beck Bode LLC's Schwab US Large- Cap ETF position peaked at $58K in Q2 2021.
869 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2021.

Based on Beck Bode LLC's 13F filing for Q3 2021, filed 22 Oct 2021.