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Reby Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Reby Advisors’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
Q4 		$434K Buy
+28,608
New +$409K 0.11% 45

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Reby Advisors's SCHX Position: Q4 2020 in Review

Reby Advisors opened a new position in Schwab US Large- Cap ETF (SCHX) in Q4 2020: 28,608 shares worth $434K. The stake represents 0.11% of the portfolio and ranks #45 among its holdings.

809 funds tracked by Wall St. Rank hold SCHX as of Q4 2020.

  • Reby Advisors held 28,608 shares of Schwab US Large- Cap ETF worth $434K as of Q4 2020.
  • Schwab US Large- Cap ETF was a new Reby Advisors position in Q4 2020.
  • Schwab US Large- Cap ETF made up 0.11% of Reby Advisors's portfolio in Q4 2020, its #45 holding.
  • 809 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.