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

Maxim 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
2020 Q2	$2.8M	Buy	216,408 +264	+0.1%	+$3.08K	2.51%	10
2020 Q1	$2.21M	Sell	216,144 -27,378	-11%	-$333K	2.29%	12
2019 Q4	$2.42M	Buy	243,522 +27,804	+13%	+$341K	2.5%	11
2019 Q3	$2.55M	Sell	215,718 -23,094	-10%	-$272K	2.3%	13
2019 Q2	$2.79M	Sell	238,812 -762	-0.3%	-$8.75K	2.62%	11
2019 Q1	$2.7M	Sell	239,574 -3,948	-2%	-$42.8K	2.51%	11
2018 Q4	$2.42M	Buy	+243,522	New	+$2.61M	2.5%	11

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Maxim Capital Management's SCHX Position: Q2 2020 in Review

Maxim Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.12% in Q2 2020, buying an estimated $3.08K and bringing the position to 216,408 shares worth $2.8M. The position accounts for 2.51% of the portfolio, ranked #10.

Maxim Capital Management first reported a position in SCHX in Q4 2018 and has held it in 7 quarters since. 727 funds tracked by Wall St. Rank hold SCHX as of Q2 2020.

Maxim Capital Management held 216,408 shares of Schwab US Large- Cap ETF worth $2.8M as of Q2 2020.
Maxim Capital Management bought 264 Schwab US Large- Cap ETF shares in Q2 2020, an estimated $3.08K.
Schwab US Large- Cap ETF made up 2.51% of Maxim Capital Management's portfolio in Q2 2020, its #10 holding.
Maxim Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 7 quarters since.
727 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.