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

Principle 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
Q3 		– Sell
-1,602
Closed -$20K – 376
2020
Q2 		$20K Buy
+1,602
New +$18.7K 0.01% 357

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SFG
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Creative Planning
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HSA
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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
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Principle Wealth Partners's SCHX Position: Q3 2020 in Review

Principle Wealth Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2020, closing a stake of 1,602 shares — an estimated $20K sold.

Principle Wealth Partners first reported a position in SCHX in Q2 2020 and held it in 1 quarter. The position peaked at $20K in Q2 2020. 734 funds tracked by Wall St. Rank hold SCHX as of Q3 2020.

  • Principle Wealth Partners reported no remaining Schwab US Large- Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 1,602 Schwab US Large- Cap ETF shares in Q3 2020, an estimated $20K.
  • Principle Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Schwab US Large- Cap ETF position peaked at $20K in Q2 2020.
  • 734 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.