Maple Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Maple Capital Management’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 Q3	–	Sell	-13,368	Closed	-$241K	–	107
2021 Q2	$241K	Buy	+13,368	New	+$226K	0.03%	98
2020 Q1	–	Sell	-17,226	Closed	-$221K	–	119
2019 Q4	$221K	Sell	17,226 -444	-3%	-$5.44K	0.04%	116
2019 Q3	$209K	Sell	17,670 -5,310	-23%	-$62.6K	0.05%	114
2019 Q2	$269K	Buy	22,980 +2,520	+12%	+$28.9K	0.06%	103
2019 Q1	$231K	Buy	+20,460	New	+$222K	0.05%	112
2018 Q4	–	Sell	-18,900	Closed	-$219K	–	127
2018 Q3	$219K	Sell	18,900 -1,350	-7%	-$15.3K	0.05%	125
2018 Q2	$219K	Buy	+20,250	New	+$218K	0.05%	127

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Maple Capital Management's SCHX Position: Q3 2021 in Review

Maple Capital Management sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2021, closing a stake of 13,368 shares — an estimated $241K sold.

Maple Capital Management first reported a position in SCHX in Q2 2018 and held it in 7 quarters. The position peaked at $269K in Q2 2019. 869 funds tracked by Wall St. Rank hold SCHX as of Q3 2021.

Maple Capital Management reported no remaining Schwab US Large- Cap ETF position as of Q3 2021 after selling out during the quarter.
Maple Capital Management sold 13,368 Schwab US Large- Cap ETF shares in Q3 2021, an estimated $241K.
Maple Capital Management first reported a position in Schwab US Large- Cap ETF in Q2 2018 and held it in 7 quarters.
Maple Capital Management's Schwab US Large- Cap ETF position peaked at $269K in Q2 2019.
869 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2021.

Based on Maple Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.