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Rikoon Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Rikoon Group’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
Q1 		$206K Buy
+12,894
New +$202K 0.05% 227
2020
Q3 		– Sell
-18,900
Closed -$233K – 219
2020
Q2 		$233K Buy
+18,900
New +$220K 0.08% 193

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Rikoon Group's SCHX Position: Q1 2021 in Review

Rikoon Group opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2021: 12,894 shares worth $206K. The stake represents 0.05% of the portfolio and ranks #227 among its holdings. This is a return to the name: Rikoon Group previously reported a position in SCHX as recently as Q2 2020.

Rikoon Group first reported a position in SCHX in Q2 2020 and has held it in 2 quarters since. The position peaked at $233K in Q2 2020. 836 funds tracked by Wall St. Rank hold SCHX as of Q1 2021.

  • Rikoon Group held 12,894 shares of Schwab US Large- Cap ETF worth $206K as of Q1 2021.
  • Schwab US Large- Cap ETF was a new Rikoon Group position in Q1 2021.
  • Schwab US Large- Cap ETF made up 0.05% of Rikoon Group's portfolio in Q1 2021, its #227 holding.
  • Rikoon Group first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 2 quarters since.
  • Rikoon Group's Schwab US Large- Cap ETF position peaked at $233K in Q2 2020.
  • 836 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.