Resource Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Resource 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
2020 Q2	–	Sell	-32,988	Closed	-$337K	–	151
2020 Q1	$337K	Hold	32,988	–	–	0.07%	95
2019 Q4	$422K	Buy	+32,988	New	+$404K	0.07%	95

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 $113B AUM 34.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $171B AUM 24.68% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Resource Management's SCHX Position: Q2 2020 in Review

Resource Management sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2020, closing a stake of 32,988 shares — an estimated $337K sold.

Resource Management first reported a position in SCHX in Q4 2019 and held it in 2 quarters. The position peaked at $422K in Q4 2019. 727 funds tracked by Wall St. Rank hold SCHX as of Q2 2020.

Resource Management reported no remaining Schwab US Large- Cap ETF position as of Q2 2020 after selling out during the quarter.
Resource Management sold 32,988 Schwab US Large- Cap ETF shares in Q2 2020, an estimated $337K.
Resource Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and held it in 2 quarters.
Resource Management's Schwab US Large- Cap ETF position peaked at $422K in Q4 2019.
727 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2020.

Based on Resource Management's 13F filing for Q2 2020, filed 24 Jul 2020.