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SVA Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

SVA Wealth 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 		$114M Buy
7,508,040
+875,112
+13% +$12.5M 9.92% 3
2020
Q3 		$89.1M Buy
6,632,928
+307,314
+5% +$4.08M 8.83% 2
2020
Q2 		$78.1M Buy
6,325,614
+255,864
+4% +$2.98M 8.34% 2
2020
Q1 		$62M Buy
6,069,750
+170,880
+3% +$2.08M 7.11% 3
2019
Q4 		$75.5M Buy
5,898,870
+117,540
+2% +$1.44M 6.92% 3
2019
Q3 		$68.3M Sell
5,781,330
-24,684
-0.4% -$291K 6.7% 3
2019
Q2 		$67.9M Buy
5,806,014
+305,406
+6% +$3.51M 6.69% 3
2019
Q1 		$62M Buy
5,500,608
+389,178
+8% +$4.22M 5.99% 4
2018
Q4 		$50.9M Buy
5,111,430
+715,392
+16% +$7.68M 5.72% 3
2018
Q3 		$51M Buy
4,396,038
+233,124
+6% +$2.65M 5.18% 3
2018
Q2 		$45.1M Buy
4,162,914
+674,844
+19% +$7.28M 4.87% 3
2018
Q1 		$34.9M Sell
3,488,070
-222,786
-6% -$2.42M 4.31% 4
2017
Q4 		$39.4M Buy
3,710,856
+222,786
+6% +$2.31M 4.63% 4
2017
Q3 		$34.9M Buy
3,488,070
+166,878
+5% +$1.64M 4.31% 4
2017
Q2 		$32M Buy
3,321,192
+196,860
+6% +$1.88M 4.14% 4
2017
Q1 		$29.3M Buy
3,124,332
+864,342
+38% +$7.99M 3.97% 4
2016
Q4 		$20.1M Buy
2,259,990
+223,242
+11% +$1.94M 2.99% 5
2016
Q3 		$17.5M Buy
2,036,748
+66,264
+3% +$568K 2.73% 5
2016
Q2 		$16.3M Buy
1,970,484
+117,456
+6% +$966K 2.64% 6
2016
Q1 		$15.1M Buy
1,853,028
+517,320
+39% +$3.99M 2.5% 6
2015
Q4 		$10.8M Buy
1,335,708
+186,366
+16% +$1.52M 1.87% 7
2015
Q3 		$8.77M Buy
1,149,342
+106,440
+10% +$861K 1.64% 10
2015
Q2 		$8.57M Buy
1,042,902
+93,252
+10% +$783K 1.58% 11
2015
Q1 		$7.85M Buy
949,650
+177,288
+23% +$1.46M 1.43% 13
2014
Q4 		$6.31M Buy
772,362
+49,812
+7% +$398K 2.29% 12
2014
Q3 		$5.66M Buy
722,550
+63,906
+10% +$503K 2.41% 11
2014
Q2 		$5.14M Buy
658,644
+9,240
+1% +$70K 2.2% 14
2014
Q1 		$4.84M Buy
649,404
+150,768
+30% +$1.1M 2.28% 11
2013
Q4 		$3.66M Buy
+498,636
New +$3.51M 2.19% 11

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

SVA Wealth Management's SCHX Position: Q4 2020 in Review

SVA Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 13% in Q4 2020, buying an estimated $12.5M and bringing the position to 7,508,040 shares worth $114M. The position accounts for 9.92% of the portfolio, ranked #3.

SVA Wealth Management first reported a position in SCHX in Q4 2013 and has held it in 29 quarters since. 809 funds tracked by Wall St. Rank hold SCHX as of Q4 2020.

  • SVA Wealth Management held 7,508,040 shares of Schwab US Large- Cap ETF worth $114M as of Q4 2020.
  • SVA Wealth Management bought 875,112 Schwab US Large- Cap ETF shares in Q4 2020, an estimated $12.5M.
  • Schwab US Large- Cap ETF made up 9.92% of SVA Wealth Management's portfolio in Q4 2020, its #3 holding.
  • SVA Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2013 and has held it in 29 quarters since.
  • 809 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.