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

Frontier 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 Q2	$908K	Buy	73,560 +28,314	+63%	+$330K	0.06%	110
2020 Q1	$462K	Sell	45,246 -3,624	-7%	-$44K	0.03%	146
2019 Q4	$626K	Buy	48,870 +8,094	+20%	+$99.2K	0.04%	156
2019 Q3	$482K	Buy	40,776 +3,546	+10%	+$41.8K	0.03%	160
2019 Q2	$436K	Sell	37,230 -9,678	-21%	-$111K	0.03%	155
2019 Q1	$529K	Buy	46,908 +7,254	+18%	+$78.6K	0.03%	163
2018 Q4	$395K	Buy	+39,654	New	+$426K	0.03%	176
2017 Q3	–	Sell	-41,274	Closed	-$397K	–	240
2017 Q2	$397K	Buy	+41,274	New	+$394K	0.04%	163

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

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

SFG

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

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

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

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

Frontier Investment Management's SCHX Position: Q2 2020 in Review

Frontier Investment Management increased its Schwab US Large- Cap ETF (SCHX) stake by 63% in Q2 2020, buying an estimated $330K and bringing the position to 73,560 shares worth $908K. The position accounts for 0.06% of the portfolio, ranked #110.

Frontier Investment Management first reported a position in SCHX in Q2 2017 and has held it in 8 quarters since. 727 funds tracked by Wall St. Rank hold SCHX as of Q2 2020.

Frontier Investment Management held 73,560 shares of Schwab US Large- Cap ETF worth $908K as of Q2 2020.
Frontier Investment Management bought 28,314 Schwab US Large- Cap ETF shares in Q2 2020, an estimated $330K.
Schwab US Large- Cap ETF made up 0.06% of Frontier Investment Management's portfolio in Q2 2020, its #110 holding.
Frontier Investment Management first reported a position in Schwab US Large- Cap ETF in Q2 2017 and has held it in 8 quarters since.
727 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.