Woodley Farra Manion Portfolio Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Woodley Farra Manion Portfolio 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 Q3	–	Sell	-912	Closed	-$11K	–	336
2020 Q2	$11K	Hold	912	–	–	﹤0.01%	267
2020 Q1	$9K	Buy	912 +6	+0.7%	+$73	﹤0.01%	287
2019 Q4	$12K	Buy	+906	New	+$11.1K	﹤0.01%	271

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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

Woodley Farra Manion Portfolio Management's SCHX Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2020, closing a stake of 912 shares — an estimated $11K sold.

Woodley Farra Manion Portfolio Management first reported a position in SCHX in Q4 2019 and held it in 3 quarters. The position peaked at $12K in Q4 2019. 734 funds tracked by Wall St. Rank hold SCHX as of Q3 2020.

Woodley Farra Manion Portfolio Management reported no remaining Schwab US Large- Cap ETF position as of Q3 2020 after selling out during the quarter.
Woodley Farra Manion Portfolio Management sold 912 Schwab US Large- Cap ETF shares in Q3 2020, an estimated $11K.
Woodley Farra Manion Portfolio Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and held it in 3 quarters.
Woodley Farra Manion Portfolio Management's Schwab US Large- Cap ETF position peaked at $12K in Q4 2019.
734 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.