Pineno Levin & Ford Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Pineno Levin & Ford Asset 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
2021 Q4	$388K	Hold	20,448	–	–	0.11%	90
2021 Q3	$355K	Hold	20,448	–	–	0.11%	89
2021 Q2	$354K	Buy	20,448 +600	+3%	+$10.1K	0.11%	90
2021 Q1	$318K	Buy	19,848 +2,250	+13%	+$35.3K	0.11%	90
2020 Q4	$267K	Buy	17,598 +2,550	+17%	+$36.5K	0.1%	91
2020 Q3	$202K	Buy	+15,048	New	+$200K	0.08%	100

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Pineno Levin & Ford Asset Management's SCHX Position: Q4 2021 in Review

Pineno Levin & Ford Asset Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q4 2021 at 20,448 shares worth $388K. The position accounts for 0.11% of the portfolio, ranked #90.

Pineno Levin & Ford Asset Management first reported a position in SCHX in Q3 2020 and has held it in 6 quarters since. 992 funds tracked by Wall St. Rank hold SCHX as of Q4 2021.

Pineno Levin & Ford Asset Management held 20,448 shares of Schwab US Large- Cap ETF worth $388K as of Q4 2021.
Pineno Levin & Ford Asset Management left its Schwab US Large- Cap ETF share count unchanged in Q4 2021.
Schwab US Large- Cap ETF made up 0.11% of Pineno Levin & Ford Asset Management's portfolio in Q4 2021, its #90 holding.
Pineno Levin & Ford Asset Management first reported a position in Schwab US Large- Cap ETF in Q3 2020 and has held it in 6 quarters since.
992 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2021.

Based on Pineno Levin & Ford Asset Management's 13F filing for Q4 2021, filed 21 Jan 2022.