Harvest Group Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Harvest Group Wealth 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	-30	Closed	–	–	931
2019 Q4	$0	Buy	30 +12	+67%	+$147	﹤0.01%	1035
2019 Q3	$0	Hold	18	–	–	﹤0.01%	1116
2019 Q2	$0	Sell	18 -744	-98%	-$8.55K	﹤0.01%	985
2019 Q1	$9K	Sell	762 -25,728	-97%	-$279K	0.01%	263
2018 Q4	$264K	Sell	26,490 -11,136	-30%	-$120K	0.34%	27
2018 Q3	$436K	Sell	37,626 -3,966	-10%	-$45.1K	0.3%	25
2018 Q2	$451K	Sell	41,592 -108	-0.3%	-$1.17K	0.31%	28
2018 Q1	$438K	Buy	41,700 +12	+0%	+$131	0.3%	31
2017 Q4	$443K	Buy	+41,688	New	+$432K	0.27%	32

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 $1.54B AUM 16.9% 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 $5.05B AUM 16.64% 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

Harvest Group Wealth Management's SCHX Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2020, closing a stake of 30 shares.

Harvest Group Wealth Management first reported a position in SCHX in Q4 2017 and held it in 9 quarters. The position peaked at $451K in Q2 2018. 701 funds tracked by Wall St. Rank hold SCHX as of Q1 2020.

Harvest Group Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2020 after selling out during the quarter.
Harvest Group Wealth Management sold 30 Schwab US Large- Cap ETF shares in Q1 2020.
Harvest Group Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2017 and held it in 9 quarters.
Harvest Group Wealth Management's Schwab US Large- Cap ETF position peaked at $451K in Q2 2018.
701 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.