RCA
SCHX icon

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

Resonant Capital 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
Q2 		– Sell
-19,980
Closed -$204K – 191
2020
Q1 		$204K Buy
+19,980
New +$243K 0.07% 178

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 $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Resonant Capital Advisors's SCHX Position: Q2 2020 in Review

Resonant Capital Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2020, closing a stake of 19,980 shares — an estimated $204K sold.

Resonant Capital Advisors first reported a position in SCHX in Q1 2020 and held it in 1 quarter. The position peaked at $204K in Q1 2020. 727 funds tracked by Wall St. Rank hold SCHX as of Q2 2020.

  • Resonant Capital Advisors reported no remaining Schwab US Large- Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Resonant Capital Advisors sold 19,980 Schwab US Large- Cap ETF shares in Q2 2020, an estimated $204K.
  • Resonant Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2020 and held it in 1 quarter.
  • Resonant Capital Advisors's Schwab US Large- Cap ETF position peaked at $204K in Q1 2020.
  • 727 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2020.

Based on Resonant Capital Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.