Fiduciary Trust International of Pennsylvania’s Schwab US Large- Cap ETF SCHX Stock Holding History

Fiduciary Trust International of Pennsylvania’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 Q1	$245K	Sell	24,000 -1,368,684	-98%	-$16.6M	0.01%	327
2019 Q4	$12.8M	Buy	1,392,684 +1,368,684	+5,703%	+$16.8M	0.48%	56
2019 Q3	$284K	Hold	24,000	–	–	0.01%	340
2019 Q2	$281K	Sell	24,000 -803,010	-97%	-$9.22M	0.01%	340
2019 Q1	$7.47M	Buy	827,010 +792,246	+2,279%	+$8.58M	0.32%	74
2018 Q4	$318K	Buy	34,764 +4,764	+16%	+$51.1K	0.02%	270
2018 Q3	$348K	Hold	30,000	–	–	0.01%	295
2018 Q2	$325K	Sell	30,000 -18,954	-39%	-$204K	0.01%	295
2018 Q1	$515K	Hold	48,954	–	–	0.02%	288
2017 Q4	$520K	Hold	48,954	–	–	0.02%	289
2017 Q3	$490K	Hold	48,954	–	–	0.02%	260
2017 Q2	$471K	Buy	+48,954	New	+$467K	0.02%	303

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HSA

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Fiduciary Trust International of Pennsylvania's SCHX Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania reduced its Schwab US Large- Cap ETF (SCHX) stake by 98% in Q1 2020, selling an estimated $16.6M and leaving 24,000 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #327.

Fiduciary Trust International of Pennsylvania first reported a position in SCHX in Q2 2017 and has held it in 12 quarters since. The position peaked at $12.8M in Q4 2019. 701 funds tracked by Wall St. Rank hold SCHX as of Q1 2020.

Fiduciary Trust International of Pennsylvania held 24,000 shares of Schwab US Large- Cap ETF worth $245K as of Q1 2020.
Fiduciary Trust International of Pennsylvania sold 1,368,684 Schwab US Large- Cap ETF shares in Q1 2020, an estimated $16.6M.
Schwab US Large- Cap ETF made up 0.01% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #327 holding.
Fiduciary Trust International of Pennsylvania first reported a position in Schwab US Large- Cap ETF in Q2 2017 and has held it in 12 quarters since.
Fiduciary Trust International of Pennsylvania's Schwab US Large- Cap ETF position peaked at $12.8M in Q4 2019.
701 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.