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

Advisor Partners’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 Q2	$1.74M	Sell	116,859 -825	-0.7%	-$13.4K	0.12%	183
2022 Q1	$2.11M	Buy	117,684 +2,652	+2%	+$46.9K	0.13%	153
2021 Q4	$2.18M	Hold	115,032	–	–	0.13%	154
2021 Q3	$1.99M	Hold	115,032	–	–	0.13%	155
2021 Q2	$2M	Hold	115,032	–	–	0.13%	156
2021 Q1	$1.84M	Hold	115,032	–	–	0.13%	155
2020 Q4	$1.75M	Buy	+115,032	New	+$1.65M	0.13%	153

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 $751B AUM 38.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $5.27B AUM 19.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Advisor Partners's SCHX Position: Q2 2022 in Review

Advisor Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.7% in Q2 2022, selling an estimated $13.4K and leaving 116,859 shares worth $1.74M. The position accounts for 0.12% of the portfolio, ranked #183.

Advisor Partners first reported a position in SCHX in Q4 2020 and has held it in 7 quarters since. The position peaked at $2.18M in Q4 2021. 969 funds tracked by Wall St. Rank hold SCHX as of Q2 2022.

Advisor Partners held 116,859 shares of Schwab US Large- Cap ETF worth $1.74M as of Q2 2022.
Advisor Partners sold 825 Schwab US Large- Cap ETF shares in Q2 2022, an estimated $13.4K.
Schwab US Large- Cap ETF made up 0.12% of Advisor Partners's portfolio in Q2 2022, its #183 holding.
Advisor Partners first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 7 quarters since.
Advisor Partners's Schwab US Large- Cap ETF position peaked at $2.18M in Q4 2021.
969 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.