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Weaver Consulting Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Weaver Consulting 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
Q4 		– Sell
-1,500
Closed -$20K – 749
2020
Q3 		$20K Hold
1,500
– – 0.01% 404
2020
Q2 		$19K Hold
1,500
– – 0.01% 395
2020
Q1 		$15K Buy
+1,500
New +$18.2K 0.01% 376

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HSA
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CWM
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QI
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Weaver Consulting Group's SCHX Position: Q4 2020 in Review

Weaver Consulting Group sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2020, closing a stake of 1,500 shares — an estimated $20K sold.

Weaver Consulting Group first reported a position in SCHX in Q1 2020 and held it in 3 quarters. The position peaked at $20K in Q3 2020. 809 funds tracked by Wall St. Rank hold SCHX as of Q4 2020.

  • Weaver Consulting Group reported no remaining Schwab US Large- Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 1,500 Schwab US Large- Cap ETF shares in Q4 2020, an estimated $20K.
  • Weaver Consulting Group first reported a position in Schwab US Large- Cap ETF in Q1 2020 and held it in 3 quarters.
  • Weaver Consulting Group's Schwab US Large- Cap ETF position peaked at $20K in Q3 2020.
  • 809 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.