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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
Q1 		– Sell
-106,482
Closed -$1.36M – 112
2019
Q4 		$1.36M Sell
106,482
-10,818
-9% -$133K 0.31% 28
2019
Q3 		$1.39M Buy
117,300
+24,240
+26% +$286K 0.35% 26
2019
Q2 		$1.09M Buy
+93,060
New +$1.07M 0.29% 31
2018
Q3 		– Sell
-11,556
Closed -$125K – 318
2018
Q2 		$125K Hold
11,556
– – 0.05% 109
2018
Q1 		$121K Buy
+11,556
New +$126K 0.04% 112
2017
Q4 		– Sell
-12,474
Closed -$124K – 417
2017
Q3 		$124K Sell
12,474
-606
-5% -$5.95K 0.05% 86
2017
Q2 		$125K Buy
13,080
+60
+0.5% +$572 0.05% 85
2017
Q1 		$123K Sell
13,020
-3,606
-22% -$33.3K 0.05% 88
2016
Q4 		$148K Buy
16,626
+1,332
+9% +$11.6K 0.04% 85
2016
Q3 		$131K Buy
15,294
+11,628
+317% +$99.7K 0.05% 85
2016
Q2 		$30K Sell
3,666
-3,162
-46% -$26K 0.01% 182
2016
Q1 		$55K Hold
6,828
– – 0.03% 123
2015
Q4 		$55K Buy
+6,828
New +$55.7K 0.03% 123

Other funds holding SCHX

CSIA
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
QI
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

Genovese Burford & Brothers Wealth & Retirement Plan Management's SCHX Position: Q1 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2020, closing a stake of 106,482 shares — an estimated $1.36M sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in SCHX in Q4 2015 and held it in 13 quarters. The position peaked at $1.39M in Q3 2019. 701 funds tracked by Wall St. Rank hold SCHX as of Q1 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 106,482 Schwab US Large- Cap ETF shares in Q1 2020, an estimated $1.36M.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Schwab US Large- Cap ETF in Q4 2015 and held it in 13 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Schwab US Large- Cap ETF position peaked at $1.39M in Q3 2019.
  • 701 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2020, filed 6 May 2020.