Boys Arnold & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

Boys Arnold & Co’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 Q2	–	Sell	-39,864	Closed	-$407K	–	178
2020 Q1	$407K	Buy	39,864 +4,050	+11%	+$49.2K	0.07%	182
2019 Q4	$458K	Hold	35,814	–	–	0.06%	208
2019 Q3	$421K	Sell	35,814 -1,200	-3%	-$14.1K	0.06%	212
2019 Q2	$433K	Hold	37,014	–	–	0.06%	215
2019 Q1	$417K	Hold	37,014	–	–	0.06%	210
2018 Q4	$365K	Hold	37,014	–	–	0.06%	213
2018 Q3	$431K	Sell	37,014 -2,400	-6%	-$27.3K	0.06%	213
2018 Q2	$427K	Buy	39,414 +1,800	+5%	+$19.4K	0.06%	217
2018 Q1	$400K	Sell	37,614 -3,150	-8%	-$34.3K	0.06%	226
2017 Q4	$433K	Sell	40,764 -390	-0.9%	-$4.04K	0.07%	224
2017 Q3	$412K	Hold	41,154	–	–	0.07%	220
2017 Q2	$396K	Sell	41,154 -2,028	-5%	-$19.3K	0.05%	219
2017 Q1	$405K	Sell	43,182 -222	-0.5%	-$2.05K	0.06%	221
2016 Q4	$385K	Hold	43,404	–	–	0.06%	216
2016 Q3	$373K	Buy	43,404 +6,288	+17%	+$53.9K	0.06%	214
2016 Q2	$308K	Buy	+37,116	New	+$305K	0.05%	225

Other funds holding SCHX

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Creative Planning

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

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

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