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Shone Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Shone Asset 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 		$1.6M Sell
106,902
-1,302
-1% -$18.6K 1.24% 19
2020
Q3 		$1.51M Sell
108,204
-1,608
-1% -$21.4K 1.35% 18
2020
Q2 		$1.42M Sell
109,812
-14,130
-11% -$165K 1.41% 18
2020
Q1 		$1.41M Buy
+123,942
New +$1.51M 1.67% 18

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

Shone Asset Management's SCHX Position: Q4 2020 in Review

Shone Asset Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.2% in Q4 2020, selling an estimated $18.6K and leaving 106,902 shares worth $1.6M. The position accounts for 1.24% of the portfolio, ranked #19.

Shone Asset Management first reported a position in SCHX in Q1 2020 and has held it in 4 quarters since. 809 funds tracked by Wall St. Rank hold SCHX as of Q4 2020.

  • Shone Asset Management held 106,902 shares of Schwab US Large- Cap ETF worth $1.6M as of Q4 2020.
  • Shone Asset Management sold 1,302 Schwab US Large- Cap ETF shares in Q4 2020, an estimated $18.6K.
  • Schwab US Large- Cap ETF made up 1.24% of Shone Asset Management's portfolio in Q4 2020, its #19 holding.
  • Shone Asset Management first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 4 quarters since.
  • 809 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2020.

Based on Shone Asset Management's 13F filing for Q4 2020, filed 20 Jan 2021.