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

NovaPoint Capital’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 		– Sell
-26,394
Closed -$269K – 92
2020
Q1 		$269K Sell
26,394
-156,540
-86% -$1.9M 0.25% 68
2019
Q4 		$2.34M Buy
+182,934
New +$2.24M 1.84% 9

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

NovaPoint Capital's SCHX Position: Q2 2020 in Review

NovaPoint Capital sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2020, closing a stake of 26,394 shares — an estimated $269K sold.

NovaPoint Capital first reported a position in SCHX in Q4 2019 and held it in 2 quarters. The position peaked at $2.34M in Q4 2019. 727 funds tracked by Wall St. Rank hold SCHX as of Q2 2020.

  • NovaPoint Capital reported no remaining Schwab US Large- Cap ETF position as of Q2 2020 after selling out during the quarter.
  • NovaPoint Capital sold 26,394 Schwab US Large- Cap ETF shares in Q2 2020, an estimated $269K.
  • NovaPoint Capital first reported a position in Schwab US Large- Cap ETF in Q4 2019 and held it in 2 quarters.
  • NovaPoint Capital's Schwab US Large- Cap ETF position peaked at $2.34M in Q4 2019.
  • 727 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2020.

Based on NovaPoint Capital's 13F filing for Q2 2020, filed 7 Aug 2020.