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Strategic Wealth Partners Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Strategic Wealth Partners 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
Q1 		– Sell
-15,960
Closed -$204K – 59
2019
Q4 		$204K Buy
+15,960
New +$196K 0.05% 55
2018
Q3 		– Sell
-1,860
Closed -$20.1K – 49
2018
Q2 		$20.1K Hold
1,860
– – 0.4% 23
2018
Q1 		$19.6K Buy
+1,860
New +$20.2K 1.53% 19

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
QI
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

Strategic Wealth Partners Group's SCHX Position: Q1 2020 in Review

Strategic Wealth Partners Group sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2020, closing a stake of 15,960 shares — an estimated $204K sold.

Strategic Wealth Partners Group first reported a position in SCHX in Q1 2018 and held it in 3 quarters. The position peaked at $204K in Q4 2019. 701 funds tracked by Wall St. Rank hold SCHX as of Q1 2020.

  • Strategic Wealth Partners Group reported no remaining Schwab US Large- Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Strategic Wealth Partners Group sold 15,960 Schwab US Large- Cap ETF shares in Q1 2020, an estimated $204K.
  • Strategic Wealth Partners Group first reported a position in Schwab US Large- Cap ETF in Q1 2018 and held it in 3 quarters.
  • Strategic Wealth Partners Group's Schwab US Large- Cap ETF position peaked at $204K in Q4 2019.
  • 701 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2020.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2020, filed 14 May 2020.