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Spectrum Management Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Spectrum Management Group’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
-2,700
Closed -$36K – 272
2020
Q3 		$36K Hold
2,700
– – 0.01% 158
2020
Q2 		$33K Hold
2,700
– – 0.01% 158
2020
Q1 		$28K Hold
2,700
– – 0.01% 148
2019
Q4 		$35K Buy
+2,700
New +$33.1K 0.01% 161

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 $1.81B 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

Spectrum Management Group's SCHX Position: Q4 2020 in Review

Spectrum Management Group sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2020, closing a stake of 2,700 shares — an estimated $36K sold.

Spectrum Management Group first reported a position in SCHX in Q4 2019 and held it in 4 quarters. The position peaked at $36K in Q3 2020. 809 funds tracked by Wall St. Rank hold SCHX as of Q4 2020.

  • Spectrum Management Group reported no remaining Schwab US Large- Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Spectrum Management Group sold 2,700 Schwab US Large- Cap ETF shares in Q4 2020, an estimated $36K.
  • Spectrum Management Group first reported a position in Schwab US Large- Cap ETF in Q4 2019 and held it in 4 quarters.
  • Spectrum Management Group's Schwab US Large- Cap ETF position peaked at $36K in Q3 2020.
  • 809 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2020.

Based on Spectrum Management Group's 13F filing for Q4 2020, filed 9 Feb 2021.