Blue Chip Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Blue Chip Wealth 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	$298K	Buy	22,212 +114	+0.5%	+$1.51K	0.24%	82
2020 Q2	$273K	Sell	22,098 -3,726	-14%	-$43.4K	0.26%	75
2020 Q1	$264K	Buy	25,824 +6,990	+37%	+$84.9K	0.33%	72
2019 Q4	$241K	Buy	+18,834	New	+$231K	0.22%	93

Other funds holding SCHX

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Blue Chip Wealth Management's SCHX Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.52% in Q3 2020, buying an estimated $1.51K and bringing the position to 22,212 shares worth $298K. The position accounts for 0.24% of the portfolio, ranked #82.

Blue Chip Wealth Management first reported a position in SCHX in Q4 2019 and has held it in 4 quarters since. 734 funds tracked by Wall St. Rank hold SCHX as of Q3 2020.

Blue Chip Wealth Management held 22,212 shares of Schwab US Large- Cap ETF worth $298K as of Q3 2020.
Blue Chip Wealth Management bought 114 Schwab US Large- Cap ETF shares in Q3 2020, an estimated $1.51K.
Schwab US Large- Cap ETF made up 0.24% of Blue Chip Wealth Management's portfolio in Q3 2020, its #82 holding.
Blue Chip Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 4 quarters since.
734 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.