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Roffman Miller Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Roffman Miller Associates’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
-23,322
Closed -$288K – 138
2020
Q2 		$288K Buy
+23,322
New +$272K 0.03% 120

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UBS Group
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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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Roffman Miller Associates's SCHX Position: Q3 2020 in Review

Roffman Miller Associates sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2020, closing a stake of 23,322 shares — an estimated $288K sold.

Roffman Miller Associates first reported a position in SCHX in Q2 2020 and held it in 1 quarter. The position peaked at $288K in Q2 2020. 734 funds tracked by Wall St. Rank hold SCHX as of Q3 2020.

  • Roffman Miller Associates reported no remaining Schwab US Large- Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Roffman Miller Associates sold 23,322 Schwab US Large- Cap ETF shares in Q3 2020, an estimated $288K.
  • Roffman Miller Associates first reported a position in Schwab US Large- Cap ETF in Q2 2020 and held it in 1 quarter.
  • Roffman Miller Associates's Schwab US Large- Cap ETF position peaked at $288K in Q2 2020.
  • 734 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2020.

Based on Roffman Miller Associates's 13F filing for Q3 2020, filed 6 Nov 2020.