Bishop & Co Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bishop & Co 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
2019 Q4	–	Sell	-35,154	Closed	-$416K	–	22
2019 Q3	$416K	Hold	35,154	–	–	0.3%	18
2019 Q2	$411K	Sell	35,154 -4,008	-10%	-$46K	0.3%	18
2019 Q1	$441K	Hold	39,162	–	–	0.32%	18
2018 Q4	$390K	Buy	+39,162	New	+$420K	0.33%	17
2017 Q3	–	Sell	-23,094	Closed	-$222K	–	16
2017 Q2	$222K	Sell	23,094 -918	-4%	-$8.76K	0.2%	15
2017 Q1	$225K	Sell	24,012 -222	-0.9%	-$2.05K	0.21%	17
2016 Q4	$215K	Hold	24,234	–	–	0.2%	17
2016 Q3	$208K	Sell	24,234 -732	-3%	-$6.28K	0.21%	16
2016 Q2	$207K	Sell	24,966 -918	-4%	-$7.55K	0.22%	16
2016 Q1	$211K	Hold	25,884	–	–	0.23%	15
2015 Q4	$210K	Buy	+25,884	New	+$211K	0.23%	15

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 $1.81B AUM 22.3% 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

Bishop & Co Investment Management's SCHX Position: Q4 2019 in Review

Bishop & Co Investment Management sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2019, closing a stake of 35,154 shares — an estimated $416K sold.

Bishop & Co Investment Management first reported a position in SCHX in Q4 2015 and held it in 11 quarters. The position peaked at $441K in Q1 2019. 728 funds tracked by Wall St. Rank hold SCHX as of Q4 2019.

Bishop & Co Investment Management reported no remaining Schwab US Large- Cap ETF position as of Q4 2019 after selling out during the quarter.
Bishop & Co Investment Management sold 35,154 Schwab US Large- Cap ETF shares in Q4 2019, an estimated $416K.
Bishop & Co Investment Management first reported a position in Schwab US Large- Cap ETF in Q4 2015 and held it in 11 quarters.
Bishop & Co Investment Management's Schwab US Large- Cap ETF position peaked at $441K in Q1 2019.
728 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2019.

Based on Bishop & Co Investment Management's 13F filing for Q4 2019, filed 7 Feb 2020.