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Lucia Wealth Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lucia Wealth Services’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 		$216K Sell
16,092
-2,064
-11% -$27.4K 0.05% 121
2020
Q2 		$224K Buy
+18,156
New +$212K 0.06% 118
2020
Q1 		– Sell
-16,092
Closed -$206K – 207
2019
Q4 		$206K Buy
+16,092
New +$197K 0.06% 115

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $1.54B AUM 16.9% 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
QI
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Lucia Wealth Services's SCHX Position: Q3 2020 in Review

Lucia Wealth Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 11% in Q3 2020, selling an estimated $27.4K and leaving 16,092 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #121.

Lucia Wealth Services first reported a position in SCHX in Q4 2019 and has held it in 3 quarters since. The position peaked at $224K in Q2 2020. 734 funds tracked by Wall St. Rank hold SCHX as of Q3 2020.

  • Lucia Wealth Services held 16,092 shares of Schwab US Large- Cap ETF worth $216K as of Q3 2020.
  • Lucia Wealth Services sold 2,064 Schwab US Large- Cap ETF shares in Q3 2020, an estimated $27.4K.
  • Schwab US Large- Cap ETF made up 0.05% of Lucia Wealth Services's portfolio in Q3 2020, its #121 holding.
  • Lucia Wealth Services first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 3 quarters since.
  • Lucia Wealth Services's Schwab US Large- Cap ETF position peaked at $224K in Q2 2020.
  • 734 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.