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Verus Financial Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Verus Financial Partners’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
-109,380
Closed -$1.47M – 174
2020
Q3 		$1.47M Buy
+109,380
New +$1.45M 0.54% 33

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SFG
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UBS Group
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Creative Planning
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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

Verus Financial Partners's SCHX Position: Q4 2020 in Review

Verus Financial Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2020, closing a stake of 109,380 shares — an estimated $1.47M sold.

Verus Financial Partners first reported a position in SCHX in Q3 2020 and held it in 1 quarter. The position peaked at $1.47M in Q3 2020. 809 funds tracked by Wall St. Rank hold SCHX as of Q4 2020.

  • Verus Financial Partners reported no remaining Schwab US Large- Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Verus Financial Partners sold 109,380 Schwab US Large- Cap ETF shares in Q4 2020, an estimated $1.47M.
  • Verus Financial Partners first reported a position in Schwab US Large- Cap ETF in Q3 2020 and held it in 1 quarter.
  • Verus Financial Partners's Schwab US Large- Cap ETF position peaked at $1.47M in Q3 2020.
  • 809 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2020.

Based on Verus Financial Partners's 13F filing for Q4 2020, filed 10 Feb 2021.