Advisor Partners II’s Schwab US Large- Cap ETF SCHX Stock Holding History

Advisor Partners II’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
2023 Q3	$1.96M	Hold	116,118	–	–	0.08%	277
2023 Q2	$2.03M	Hold	116,118	–	–	0.1%	211
2023 Q1	$1.87M	Hold	116,118	–	–	0.1%	202
2022 Q4	$1.75M	Sell	116,118 -741	-0.6%	-$11.2K	0.11%	209
2022 Q3	$1.65M	Buy	+116,859	New	+$1.83M	0.12%	169

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

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

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

HSA

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisor Partners II's SCHX Position: Q3 2023 in Review

Advisor Partners II held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2023 at 116,118 shares worth $1.96M. The position accounts for 0.08% of the portfolio, ranked #277.

Advisor Partners II first reported a position in SCHX in Q3 2022 and has held it in 5 quarters since. The position peaked at $2.03M in Q2 2023. 1,044 funds tracked by Wall St. Rank hold SCHX as of Q3 2023.

Advisor Partners II held 116,118 shares of Schwab US Large- Cap ETF worth $1.96M as of Q3 2023.
Advisor Partners II left its Schwab US Large- Cap ETF share count unchanged in Q3 2023.
Schwab US Large- Cap ETF made up 0.08% of Advisor Partners II's portfolio in Q3 2023, its #277 holding.
Advisor Partners II first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 5 quarters since.
Advisor Partners II's Schwab US Large- Cap ETF position peaked at $2.03M in Q2 2023.
1,044 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.