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Starfire Investment Advisers’s Schwab US Large- Cap ETF SCHX Stock Holding History

Starfire Investment Advisers’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
Q2 		$1.38M Buy
111,570
+120
+0.1% +$1.4K 0.66% 42
2020
Q1 		$1.14M Sell
111,450
-14,940
-12% -$181K 0.63% 43
2019
Q4 		$1.62M Sell
126,390
-5,076
-4% -$62.2K 0.62% 42
2019
Q3 		$1.55M Buy
131,466
+4,392
+3% +$51.8K 0.64% 39
2019
Q2 		$1.49M Buy
127,074
+312
+0.2% +$3.58K 0.66% 39
2019
Q1 		$1.43M Sell
126,762
-5,928
-4% -$64.2K 0.66% 40
2018
Q4 		$1.32M Buy
132,690
+29,892
+29% +$321K 0.71% 40
2018
Q3 		$1.19M Sell
102,798
-14,376
-12% -$163K 0.59% 40
2018
Q2 		$1.27M Sell
117,174
-1,230
-1% -$13.3K 0.64% 37
2018
Q1 		$1.24M Buy
+118,404
New +$1.29M 0.65% 37
2017
Q4 		– Sell
-115,872
Closed -$1.16M – 213
2017
Q3 		$1.16M Buy
115,872
+11,178
+11% +$110K 0.7% 35
2017
Q2 		$1.01M Sell
104,694
-1,650
-2% -$15.7K 0.59% 40
2017
Q1 		$991K Buy
106,344
+7,734
+8% +$71.5K 0.53% 42
2016
Q4 		$875K Buy
98,610
+7,122
+8% +$61.9K 0.5% 46
2016
Q3 		$787K Buy
91,488
+1,242
+1% +$10.7K 0.47% 48
2016
Q2 		$749K Buy
90,246
+6,360
+8% +$52.3K 0.52% 43
2016
Q1 		$683K Buy
83,886
+2,478
+3% +$19.1K 0.45% 49
2015
Q4 		$659K Sell
81,408
-2,286
-3% -$18.6K 0.45% 53
2015
Q3 		$638K Sell
83,694
-4,560
-5% -$36.9K 0.47% 52
2015
Q2 		$725K Sell
88,254
-12,360
-12% -$104K 0.48% 50
2015
Q1 		$831K Buy
+100,614
New +$828K 0.54% 46

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 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
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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Starfire Investment Advisers's SCHX Position: Q2 2020 in Review

Starfire Investment Advisers increased its Schwab US Large- Cap ETF (SCHX) stake by 0.11% in Q2 2020, buying an estimated $1.4K and bringing the position to 111,570 shares worth $1.38M. The position accounts for 0.66% of the portfolio, ranked #42.

Starfire Investment Advisers first reported a position in SCHX in Q1 2015 and has held it in 21 quarters since. The position peaked at $1.62M in Q4 2019. 727 funds tracked by Wall St. Rank hold SCHX as of Q2 2020.

  • Starfire Investment Advisers held 111,570 shares of Schwab US Large- Cap ETF worth $1.38M as of Q2 2020.
  • Starfire Investment Advisers bought 120 Schwab US Large- Cap ETF shares in Q2 2020, an estimated $1.4K.
  • Schwab US Large- Cap ETF made up 0.66% of Starfire Investment Advisers's portfolio in Q2 2020, its #42 holding.
  • Starfire Investment Advisers first reported a position in Schwab US Large- Cap ETF in Q1 2015 and has held it in 21 quarters since.
  • Starfire Investment Advisers's Schwab US Large- Cap ETF position peaked at $1.62M in Q4 2019.
  • 727 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.