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

Rowland Carmichael 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 		$376K Buy
24,786
+13,320
+116% +$191K 0.12% 185
2020
Q3 		$154K Buy
11,466
+1,320
+13% +$17.5K 0.06% 279
2020
Q2 		$125K Buy
10,146
+426
+4% +$4.96K 0.05% 275
2020
Q1 		$99K Sell
9,720
-4,950
-34% -$60.1K 0.05% 255
2019
Q4 		$188K Sell
14,670
-3,900
-21% -$47.8K 0.06% 284
2019
Q3 		$220K Buy
18,570
+4,200
+29% +$49.5K 0.08% 266
2019
Q2 		$168K Buy
14,370
+828
+6% +$9.51K 0.06% 262
2019
Q1 		$153K Sell
13,542
-9,024
-40% -$97.8K 0.06% 257
2018
Q4 		$225K Buy
22,566
+19,740
+699% +$212K 0.1% 205
2018
Q3 		$33K Hold
2,826
– – 0.01% 309
2018
Q2 		$31K Sell
2,826
-294
-9% -$3.17K 0.01% 316
2018
Q1 		$33K Sell
3,120
-288
-8% -$3.13K 0.02% 280
2017
Q4 		$36K Hold
3,408
– – 0.02% 289
2017
Q3 		$34K Hold
3,408
– – 0.02% 266
2017
Q2 		$33K Hold
3,408
– – 0.02% 261
2017
Q1 		$32K Sell
3,408
-20,616
-86% -$191K 0.02% 258
2016
Q4 		$213K Hold
24,024
– – 0.13% 218
2016
Q3 		$207K Hold
24,024
– – 0.13% 208
2016
Q2 		$199K Buy
24,024
+20,064
+507% +$165K 0.13% 216
2016
Q1 		$32K Buy
+3,960
New +$30.6K 0.03% 182

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 $1.54B AUM 16.9% 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

Rowland Carmichael Advisors's SCHX Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 116% in Q4 2020, buying an estimated $191K and bringing the position to 24,786 shares worth $376K. The position accounts for 0.12% of the portfolio, ranked #185.

Rowland Carmichael Advisors first reported a position in SCHX in Q1 2016 and has held it in 20 quarters since. 809 funds tracked by Wall St. Rank hold SCHX as of Q4 2020.

  • Rowland Carmichael Advisors held 24,786 shares of Schwab US Large- Cap ETF worth $376K as of Q4 2020.
  • Rowland Carmichael Advisors bought 13,320 Schwab US Large- Cap ETF shares in Q4 2020, an estimated $191K.
  • Schwab US Large- Cap ETF made up 0.12% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #185 holding.
  • Rowland Carmichael Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2016 and has held it in 20 quarters since.
  • 809 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.