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MYCIO Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

MYCIO Wealth Partners’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
Q1 		– Sell
-488,316
Closed -$6.25M – 327
2019
Q4 		$6.25M Buy
488,316
+53,460
+12% +$655K 0.41% 35
2019
Q3 		$5.14M Buy
434,856
+15,756
+4% +$186K 0.38% 39
2019
Q2 		$4.9M Buy
419,100
+1,602
+0.4% +$18.4K 0.38% 40
2019
Q1 		$4.71M Buy
417,498
+24,330
+6% +$264K 0.39% 39
2018
Q4 		$3.91M Buy
393,168
+35,328
+10% +$379K 0.36% 42
2018
Q3 		$4.15M Sell
357,840
-12,636
-3% -$144K 0.4% 29
2018
Q2 		$4.01M Sell
370,476
-20,394
-5% -$220K 0.41% 32
2018
Q1 		$4.11M Buy
390,870
+13,908
+4% +$151K 0.46% 26
2017
Q4 		$4.03M Sell
376,962
-23,670
-6% -$245K 0.43% 29
2017
Q3 		$4.01M Buy
400,632
+35,400
+10% +$347K 0.45% 27
2017
Q2 		$3.52M Sell
365,232
-50,790
-12% -$484K 0.41% 28
2017
Q1 		$3.9M Sell
416,022
-8,076
-2% -$74.7K 0.48% 27
2016
Q4 		$3.77M Buy
+424,098
New +$3.68M 0.5% 27
2014
Q4 		– Sell
-3,468
Closed -$27K – 657
2014
Q3 		$27K Sell
3,468
-2,970
-46% -$23.4K 0.01% 325
2014
Q2 		$50K Buy
+6,438
New +$48.8K 0.01% 264

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 $113B AUM 34.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

MYCIO Wealth Partners's SCHX Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2020, closing a stake of 488,316 shares — an estimated $6.25M sold.

MYCIO Wealth Partners first reported a position in SCHX in Q2 2014 and held it in 15 quarters. The position peaked at $6.25M in Q4 2019. 701 funds tracked by Wall St. Rank hold SCHX as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Schwab US Large- Cap ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 488,316 Schwab US Large- Cap ETF shares in Q1 2020, an estimated $6.25M.
  • MYCIO Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q2 2014 and held it in 15 quarters.
  • MYCIO Wealth Partners's Schwab US Large- Cap ETF position peaked at $6.25M in Q4 2019.
  • 701 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.