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

Adams Chetwood 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
2022 Q1	$21.4M	Buy	1,191,567 +501	+0%	+$8.87K	12.12%	2
2021 Q4	$22.6M	Sell	1,191,066 -37,296	-3%	-$689K	15.35%	1
2021 Q3	$21.3M	Sell	1,228,362 -162,894	-12%	-$2.91M	15.42%	1
2021 Q2	$24.1M	Sell	1,391,256 -89,172	-6%	-$1.5M	17.01%	1
2021 Q1	$23.7M	Sell	1,480,428 -88,308	-6%	-$1.38M	18.06%	1
2020 Q4	$23.8M	Sell	1,568,736 -2,898	-0.2%	-$41.5K	19.72%	1
2020 Q3	$21.1M	Sell	1,571,634 -2,520	-0.2%	-$33.5K	20.33%	1
2020 Q2	$19.4M	Buy	1,574,154 +3,240	+0.2%	+$37.8K	19.77%	1
2020 Q1	$18.3M	Sell	1,570,914 -82,368	-5%	-$1M	21.41%	1
2019 Q4	$21.2M	Buy	+1,653,282	New	+$20.3M	21.65%	1

Other funds holding SCHX

CSIA

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Adams Chetwood Wealth Management's SCHX Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.04% in Q1 2022, buying an estimated $8.87K and bringing the position to 1,191,567 shares worth $21.4M. The position accounts for 12.12% of the portfolio, ranked #2.

Adams Chetwood Wealth Management first reported a position in SCHX in Q4 2019 and has held it in 10 quarters since. The position peaked at $24.1M in Q2 2021. 984 funds tracked by Wall St. Rank hold SCHX as of Q1 2022.

Adams Chetwood Wealth Management held 1,191,567 shares of Schwab US Large- Cap ETF worth $21.4M as of Q1 2022.
Adams Chetwood Wealth Management bought 501 Schwab US Large- Cap ETF shares in Q1 2022, an estimated $8.87K.
Schwab US Large- Cap ETF made up 12.12% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #2 holding.
Adams Chetwood Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 10 quarters since.
Adams Chetwood Wealth Management's Schwab US Large- Cap ETF position peaked at $24.1M in Q2 2021.
984 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.