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RPg Family Wealth Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

RPg Family Wealth Advisory’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
2019
Q4 		– Sell
-6,696
Closed -$79.2K – 301
2019
Q3 		$79.2K Hold
6,696
– – 0.05% 129
2019
Q2 		$78.3K Buy
+6,696
New +$76.9K 0.05% 127

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
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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RPg Family Wealth Advisory's SCHX Position: Q4 2019 in Review

RPg Family Wealth Advisory sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2019, closing a stake of 6,696 shares — an estimated $79.2K sold.

RPg Family Wealth Advisory first reported a position in SCHX in Q2 2019 and held it in 2 quarters. The position peaked at $79.2K in Q3 2019. 728 funds tracked by Wall St. Rank hold SCHX as of Q4 2019.

  • RPg Family Wealth Advisory reported no remaining Schwab US Large- Cap ETF position as of Q4 2019 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 6,696 Schwab US Large- Cap ETF shares in Q4 2019, an estimated $79.2K.
  • RPg Family Wealth Advisory first reported a position in Schwab US Large- Cap ETF in Q2 2019 and held it in 2 quarters.
  • RPg Family Wealth Advisory's Schwab US Large- Cap ETF position peaked at $79.2K in Q3 2019.
  • 728 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2019.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2019, filed 12 Feb 2020.