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Beese Fulmer Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Beese Fulmer Investment Management’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
2020
Q3 		– Sell
-1,578
Closed -$19K – 475
2020
Q2 		$19K Buy
+1,578
New +$18.4K ﹤0.01% 420

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
UBS Group
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
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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Beese Fulmer Investment Management's SCHX Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2020, closing a stake of 1,578 shares — an estimated $19K sold.

Beese Fulmer Investment Management first reported a position in SCHX in Q2 2020 and held it in 1 quarter. The position peaked at $19K in Q2 2020. 734 funds tracked by Wall St. Rank hold SCHX as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Schwab US Large- Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 1,578 Schwab US Large- Cap ETF shares in Q3 2020, an estimated $19K.
  • Beese Fulmer Investment Management first reported a position in Schwab US Large- Cap ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Schwab US Large- Cap ETF position peaked at $19K in Q2 2020.
  • 734 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.