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Legacy Wealth Management (Mississippi)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Legacy Wealth Management (Mississippi)’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
Q4 		– Sell
-57,000
Closed -$766K – 98
2020
Q3 		$766K Hold
57,000
– – 0.53% 51
2020
Q2 		$704K Hold
57,000
– – 0.54% 53
2020
Q1 		$582K Sell
57,000
-96,000
-63% -$1.17M 0.54% 53
2019
Q4 		$1.96M Buy
+153,000
New +$1.88M 1.71% 8

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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s SCHX Position: Q4 2020 in Review

Legacy Wealth Management (Mississippi) sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2020, closing a stake of 57,000 shares — an estimated $766K sold.

Legacy Wealth Management (Mississippi) first reported a position in SCHX in Q4 2019 and held it in 4 quarters. The position peaked at $1.96M in Q4 2019. 809 funds tracked by Wall St. Rank hold SCHX as of Q4 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining Schwab US Large- Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 57,000 Schwab US Large- Cap ETF shares in Q4 2020, an estimated $766K.
  • Legacy Wealth Management (Mississippi) first reported a position in Schwab US Large- Cap ETF in Q4 2019 and held it in 4 quarters.
  • Legacy Wealth Management (Mississippi)'s Schwab US Large- Cap ETF position peaked at $1.96M in Q4 2019.
  • 809 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q4 2020, filed 12 Dec 2024.