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Guidant Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Guidant Wealth Advisors’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
2019
Q3 		$142K Hold
12,000
– – 0.05% 125
2019
Q2 		$140K Hold
12,000
– – 0.05% 125
2019
Q1 		$135K Buy
+12,000
New +$130K 0.05% 126

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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
SFG
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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Guidant Wealth Advisors's SCHX Position: Q3 2019 in Review

Guidant Wealth Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2019 at 12,000 shares worth $142K. The position accounts for 0.05% of the portfolio, ranked #125.

Guidant Wealth Advisors first reported a position in SCHX in Q1 2019 and has held it in 3 quarters since. 633 funds tracked by Wall St. Rank hold SCHX as of Q3 2019.

  • Guidant Wealth Advisors held 12,000 shares of Schwab US Large- Cap ETF worth $142K as of Q3 2019.
  • Guidant Wealth Advisors left its Schwab US Large- Cap ETF share count unchanged in Q3 2019.
  • Schwab US Large- Cap ETF made up 0.05% of Guidant Wealth Advisors's portfolio in Q3 2019, its #125 holding.
  • Guidant Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 3 quarters since.
  • 633 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.