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

Inspire 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
Q1 		– Sell
-246
Closed -$4K – 603
2020
Q4 		$4K Buy
+246
New +$3.52K ﹤0.01% 636

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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Inspire Advisors's SCHX Position: Q1 2021 in Review

Inspire Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2021, closing a stake of 246 shares — an estimated $4K sold.

Inspire Advisors first reported a position in SCHX in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 836 funds tracked by Wall St. Rank hold SCHX as of Q1 2021.

  • Inspire Advisors reported no remaining Schwab US Large- Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Inspire Advisors sold 246 Schwab US Large- Cap ETF shares in Q1 2021, an estimated $4K.
  • Inspire Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2020 and held it in 1 quarter.
  • Inspire Advisors's Schwab US Large- Cap ETF position peaked at $4K in Q4 2020.
  • 836 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.