Partnervest Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Partnervest Advisory Services’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 Q3	–	Sell	-18,438	Closed	-$228K	–	275
2020 Q2	$228K	Buy	+18,438	New	+$215K	0.09%	187
2020 Q1	–	Sell	-18,402	Closed	-$236K	–	246
2019 Q4	$236K	Buy	18,402 +18	+0.1%	+$221	0.09%	187
2019 Q3	$217K	Buy	18,384 +36	+0.2%	+$424	0.08%	208
2019 Q2	$215K	Hold	18,348	–	–	0.09%	194
2019 Q1	$207K	Buy	+18,348	New	+$199K	0.09%	203

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

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

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

Partnervest Advisory Services's SCHX Position: Q3 2020 in Review

Partnervest Advisory Services sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2020, closing a stake of 18,438 shares — an estimated $228K sold.

Partnervest Advisory Services first reported a position in SCHX in Q1 2019 and held it in 5 quarters. The position peaked at $236K in Q4 2019. 734 funds tracked by Wall St. Rank hold SCHX as of Q3 2020.

Partnervest Advisory Services reported no remaining Schwab US Large- Cap ETF position as of Q3 2020 after selling out during the quarter.
Partnervest Advisory Services sold 18,438 Schwab US Large- Cap ETF shares in Q3 2020, an estimated $228K.
Partnervest Advisory Services first reported a position in Schwab US Large- Cap ETF in Q1 2019 and held it in 5 quarters.
Partnervest Advisory Services's Schwab US Large- Cap ETF position peaked at $236K in Q4 2019.
734 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.