Shine Investment Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Shine Investment Advisory Services’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	$518K	Sell	38,562 -44,358	-53%	-$589K	0.18%	67
2020 Q2	$1.02M	Sell	82,920 -75,942	-48%	-$885K	0.37%	39
2020 Q1	$1.62M	Sell	158,862 -38,700	-20%	-$470K	0.75%	23
2019 Q4	$2.53M	Buy	197,562 +5,856	+3%	+$71.8K	1.01%	23
2019 Q3	$2.27M	Buy	191,706 +19,116	+11%	+$225K	1.07%	18
2019 Q2	$2.02M	Buy	172,590 +24,444	+16%	+$281K	0.93%	21
2019 Q1	$1.67M	Buy	148,146 +16,788	+13%	+$182K	0.77%	23
2018 Q4	$1.31M	Buy	131,358 +23,964	+22%	+$257K	0.64%	27
2018 Q3	$1.25M	Buy	107,394 +17,820	+20%	+$203K	0.66%	28
2018 Q2	$970K	Buy	89,574 +36,918	+70%	+$398K	0.5%	35
2018 Q1	$554K	Hold	52,656	–	–	0.29%	52
2017 Q4	$560K	Sell	52,656 -9,636	-15%	-$99.8K	0.28%	52
2017 Q3	$623K	Buy	62,292 +7,626	+14%	+$74.9K	0.32%	48
2017 Q2	$526K	Buy	+54,666	New	+$521K	0.27%	53

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 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

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

Shine Investment Advisory Services's SCHX Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 53% in Q3 2020, selling an estimated $589K and leaving 38,562 shares worth $518K. The position accounts for 0.18% of the portfolio, ranked #67.

Shine Investment Advisory Services first reported a position in SCHX in Q2 2017 and has held it in 14 quarters since. The position peaked at $2.53M in Q4 2019. 734 funds tracked by Wall St. Rank hold SCHX as of Q3 2020.

Shine Investment Advisory Services held 38,562 shares of Schwab US Large- Cap ETF worth $518K as of Q3 2020.
Shine Investment Advisory Services sold 44,358 Schwab US Large- Cap ETF shares in Q3 2020, an estimated $589K.
Schwab US Large- Cap ETF made up 0.18% of Shine Investment Advisory Services's portfolio in Q3 2020, its #67 holding.
Shine Investment Advisory Services first reported a position in Schwab US Large- Cap ETF in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Schwab US Large- Cap ETF position peaked at $2.53M in Q4 2019.
734 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.