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

Sadoff Investment 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
Q4 		– Sell
-34,668
Closed -$466K – 94
2020
Q3 		$466K Buy
+34,668
New +$461K 0.04% 67

Other funds holding SCHX

CSIA
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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 $1.81B AUM 22.3% 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

Sadoff Investment Management's SCHX Position: Q4 2020 in Review

Sadoff Investment Management sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2020, closing a stake of 34,668 shares — an estimated $466K sold.

Sadoff Investment Management first reported a position in SCHX in Q3 2020 and held it in 1 quarter. The position peaked at $466K in Q3 2020. 809 funds tracked by Wall St. Rank hold SCHX as of Q4 2020.

  • Sadoff Investment Management reported no remaining Schwab US Large- Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Sadoff Investment Management sold 34,668 Schwab US Large- Cap ETF shares in Q4 2020, an estimated $466K.
  • Sadoff Investment Management first reported a position in Schwab US Large- Cap ETF in Q3 2020 and held it in 1 quarter.
  • Sadoff Investment Management's Schwab US Large- Cap ETF position peaked at $466K in Q3 2020.
  • 809 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2020.

Based on Sadoff Investment Management's 13F filing for Q4 2020, filed 2 Feb 2021.