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

Harborview 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
2021
Q3 		$886K Hold
51,078
– – 0.5% 41
2021
Q2 		$885K Buy
51,078
+2,694
+6% +$45.5K 0.5% 42
2021
Q1 		$774K Buy
48,384
+2,982
+7% +$46.7K 0.47% 45
2020
Q4 		$688K Sell
45,402
-6,636
-13% -$95K 0.46% 54
2020
Q3 		$699K Buy
52,038
+198
+0.4% +$2.63K 0.53% 44
2020
Q2 		$640K Buy
51,840
+3,768
+8% +$43.9K 0.53% 46
2020
Q1 		$491K Sell
48,072
-4,272
-8% -$51.9K 0.49% 46
2019
Q4 		$670K Sell
52,344
-1,080
-2% -$13.2K 0.51% 38
2019
Q3 		$632K Sell
53,424
-174
-0.3% -$2.05K 0.51% 40
2019
Q2 		$627K Buy
53,598
+534
+1% +$6.13K 0.51% 40
2019
Q1 		$598K Buy
53,064
+4,212
+9% +$45.6K 0.52% 39
2018
Q4 		$486K Buy
48,852
+186
+0.4% +$2K 0.57% 30
2018
Q3 		$564K Buy
48,666
+7,320
+18% +$83.2K 0.57% 31
2018
Q2 		$448K Buy
41,346
+18,498
+81% +$199K 0.41% 42
2018
Q1 		$240K Buy
+22,848
New +$249K 0.23% 62

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Harborview Advisors's SCHX Position: Q3 2021 in Review

Harborview Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2021 at 51,078 shares worth $886K. The position accounts for 0.5% of the portfolio, ranked #41.

Harborview Advisors first reported a position in SCHX in Q1 2018 and has held it in 15 quarters since. 869 funds tracked by Wall St. Rank hold SCHX as of Q3 2021.

  • Harborview Advisors held 51,078 shares of Schwab US Large- Cap ETF worth $886K as of Q3 2021.
  • Harborview Advisors left its Schwab US Large- Cap ETF share count unchanged in Q3 2021.
  • Schwab US Large- Cap ETF made up 0.5% of Harborview Advisors's portfolio in Q3 2021, its #41 holding.
  • Harborview Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2018 and has held it in 15 quarters since.
  • 869 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.