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Wealthspire Advisors (Maryland)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$41.7M Sell
3,104,832
-213,042
-6% -$2.83M 1.47% 15
2020
Q2 		$41M Sell
3,317,874
-477,636
-13% -$5.57M 2.93% 6
2020
Q1 		$38.7M Buy
3,795,510
+597,630
+19% +$7.26M 3.37% 6
2019
Q4 		$40.9M Buy
3,197,880
+180,228
+6% +$2.21M 2.75% 9
2019
Q3 		$35.7M Buy
3,017,652
+179,106
+6% +$2.11M 2.61% 10
2019
Q2 		$33.2M Buy
2,838,546
+102,546
+4% +$1.18M 2.49% 10
2019
Q1 		$30.8M Buy
2,736,000
+53,940
+2% +$584K 2.32% 11
2018
Q4 		$26.7M Sell
2,682,060
-477,486
-15% -$5.12M 2.37% 10
2018
Q3 		$36.6M Buy
3,159,546
+94,044
+3% +$1.07M 3.02% 8
2018
Q2 		$33.2M Buy
3,065,502
+78,114
+3% +$842K 3.01% 8
2018
Q1 		$31.4M Buy
2,987,388
+250,632
+9% +$2.73M 2.96% 7
2017
Q4 		$29.1M Buy
2,736,756
+220,200
+9% +$2.28M 2.83% 7
2017
Q3 		$25.2M Buy
2,516,556
+101,262
+4% +$994K 2.74% 7
2017
Q2 		$23.3M Buy
2,415,294
+196,482
+9% +$1.87M 2.75% 7
2017
Q1 		$20.8M Sell
2,218,812
-47,550
-2% -$440K 2.96% 7
2016
Q4 		$20.1M Sell
2,266,362
-44,178
-2% -$384K 3.01% 7
2016
Q3 		$19.9M Buy
2,310,540
+105,558
+5% +$905K 3.1% 6
2016
Q2 		$18.3M Buy
2,204,982
+134,652
+7% +$1.11M 3.05% 6
2016
Q1 		$16.9M Buy
2,070,330
+129,630
+7% +$1M 2.97% 6
2015
Q4 		$15.7M Buy
+1,940,700
New +$15.8M 2.92% 6

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 $1.81B AUM 22.3% 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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SCHX Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Schwab US Large- Cap ETF (SCHX) stake by 6.4% in Q3 2020, selling an estimated $2.83M and leaving 3,104,832 shares worth $41.7M. The position accounts for 1.47% of the portfolio, ranked #15.

Wealthspire Advisors (Maryland) first reported a position in SCHX in Q4 2015 and has held it in 20 quarters since. 734 funds tracked by Wall St. Rank hold SCHX as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 3,104,832 shares of Schwab US Large- Cap ETF worth $41.7M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 213,042 Schwab US Large- Cap ETF shares in Q3 2020, an estimated $2.83M.
  • Schwab US Large- Cap ETF made up 1.47% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #15 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Schwab US Large- Cap ETF in Q4 2015 and has held it in 20 quarters since.
  • 734 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.