Houlihan Financial Resource Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Houlihan Financial Resource Group’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 Q3	$26K	Buy	+1,848	New	+$24.6K	0.02%	221

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 $1.81B AUM 22.3% 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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Houlihan Financial Resource Group's SCHX Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2020: 1,848 shares worth $26K. The stake represents 0.02% of the portfolio and ranks #221 among its holdings.

734 funds tracked by Wall St. Rank hold SCHX as of Q3 2020.

Houlihan Financial Resource Group held 1,848 shares of Schwab US Large- Cap ETF worth $26K as of Q3 2020.
Schwab US Large- Cap ETF was a new Houlihan Financial Resource Group position in Q3 2020.
Schwab US Large- Cap ETF made up 0.02% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #221 holding.
734 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.