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

Independence 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
2020 Q3	$289K	Hold	21,528	–	–	0.06%	73
2020 Q2	$266K	Hold	21,528	–	–	0.06%	75
2020 Q1	$220K	Hold	21,528	–	–	0.06%	73
2019 Q4	$276K	Sell	21,528 -1,182	-5%	-$14.5K	0.07%	73
2019 Q3	$268K	Hold	22,710	–	–	0.07%	78
2019 Q2	$266K	Hold	22,710	–	–	0.07%	76
2019 Q1	$256K	Hold	22,710	–	–	0.07%	76
2018 Q4	$226K	Hold	22,710	–	–	0.08%	73
2018 Q3	$263K	Hold	22,710	–	–	0.08%	71
2018 Q2	$246K	Hold	22,710	–	–	0.08%	67
2018 Q1	$239K	Buy	+22,710	New	+$247K	0.08%	66

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

Independence Advisors's SCHX Position: Q3 2020 in Review

Independence Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2020 at 21,528 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #73.

Independence Advisors first reported a position in SCHX in Q1 2018 and has held it in 11 quarters since. 734 funds tracked by Wall St. Rank hold SCHX as of Q3 2020.

Independence Advisors held 21,528 shares of Schwab US Large- Cap ETF worth $289K as of Q3 2020.
Independence Advisors left its Schwab US Large- Cap ETF share count unchanged in Q3 2020.
Schwab US Large- Cap ETF made up 0.06% of Independence Advisors's portfolio in Q3 2020, its #73 holding.
Independence Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2018 and has held it in 11 quarters since.
734 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.