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

LifePlan Financial 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	$93K	Hold	6,936	–	–	0.04%	189
2020 Q2	$86K	Sell	6,936 -1,014	-13%	-$11.8K	0.04%	194
2020 Q1	$81K	Buy	7,950 +12	+0.2%	+$146	0.04%	183
2019 Q4	$102K	Sell	7,938 -5,088	-39%	-$62.4K	0.05%	183
2019 Q3	$154K	Buy	13,026 +5,106	+64%	+$60.2K	0.07%	145
2019 Q2	$93K	Buy	7,920 +66	+0.8%	+$758	0.04%	189
2019 Q1	$88K	Buy	7,854 +228	+3%	+$2.47K	0.05%	194
2018 Q4	$76K	Sell	7,626 -576	-7%	-$6.18K	0.05%	196
2018 Q3	$95K	Buy	8,202 +1,026	+14%	+$11.7K	0.05%	188
2018 Q2	$78K	Hold	7,176	–	–	0.04%	196
2018 Q1	$75K	Buy	+7,176	New	+$78K	0.04%	191

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

LifePlan Financial Group's SCHX Position: Q3 2020 in Review

LifePlan Financial Group held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2020 at 6,936 shares worth $93K. The position accounts for 0.04% of the portfolio, ranked #189.

LifePlan Financial Group first reported a position in SCHX in Q1 2018 and has held it in 11 quarters since. The position peaked at $154K in Q3 2019. 734 funds tracked by Wall St. Rank hold SCHX as of Q3 2020.

LifePlan Financial Group held 6,936 shares of Schwab US Large- Cap ETF worth $93K as of Q3 2020.
LifePlan Financial Group left its Schwab US Large- Cap ETF share count unchanged in Q3 2020.
Schwab US Large- Cap ETF made up 0.04% of LifePlan Financial Group's portfolio in Q3 2020, its #189 holding.
LifePlan Financial Group first reported a position in Schwab US Large- Cap ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Schwab US Large- Cap ETF position peaked at $154K in Q3 2019.
734 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.