Nachman Norwood & Parrott’s Schwab US Large- Cap ETF SCHX Stock Holding History

Nachman Norwood & Parrott’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 Q2	$380K	Buy	21,924 +24	+0.1%	+$405	0.04%	214
2021 Q1	$351K	Buy	21,900 +18	+0.1%	+$282	0.04%	211
2020 Q4	$332K	Buy	21,882 +24	+0.1%	+$343	0.04%	203
2020 Q3	$294K	Buy	21,858 +6	+0%	+$80	0.04%	203
2020 Q2	$270K	Buy	+21,852	New	+$255K	0.04%	208
2020 Q1	–	Sell	-15,708	Closed	-$201K	–	246
2019 Q4	$201K	Buy	+15,708	New	+$193K	0.03%	242

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

Nachman Norwood & Parrott's SCHX Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its Schwab US Large- Cap ETF (SCHX) stake by 0.11% in Q2 2021, buying an estimated $405 and bringing the position to 21,924 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #214.

Nachman Norwood & Parrott first reported a position in SCHX in Q4 2019 and has held it in 6 quarters since. 872 funds tracked by Wall St. Rank hold SCHX as of Q2 2021.

Nachman Norwood & Parrott held 21,924 shares of Schwab US Large- Cap ETF worth $380K as of Q2 2021.
Nachman Norwood & Parrott bought 24 Schwab US Large- Cap ETF shares in Q2 2021, an estimated $405.
Schwab US Large- Cap ETF made up 0.04% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #214 holding.
Nachman Norwood & Parrott first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 6 quarters since.
872 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.