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AJ Wealth Strategies’s Schwab US Large- Cap ETF SCHX Stock Holding History

AJ Wealth Strategies’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
Q2 		$199M Buy
11,377,332
+790,941
+7% +$13.1M 9.59% 1
2023
Q1 		$171M Sell
10,586,391
-618,375
-6% -$9.73M 8.9% 1
2022
Q4 		$169M Sell
11,204,766
-3,404,895
-23% -$51.5M 8.86% 1
2022
Q3 		$206M Buy
14,609,661
+4,388,805
+43% +$68.9M 12.02% 1
2022
Q2 		$152M Sell
10,220,856
-3,882,957
-28% -$62.9M 8.01% 2
2022
Q1 		$253M Sell
14,103,813
-781,389
-5% -$13.8M 12.48% 1
2021
Q4 		$282M Buy
14,885,202
+570,372
+4% +$10.5M 13.42% 1
2021
Q3 		$248M Buy
14,314,830
+881,616
+7% +$15.7M 13.4% 1
2021
Q2 		$233M Buy
13,433,214
+1,124,682
+9% +$19M 13.89% 1
2021
Q1 		$197M Buy
12,308,532
+2,385,876
+24% +$37.4M 14% 1
2020
Q4 		$150M Buy
9,922,656
+404,370
+4% +$5.79M 13.08% 1
2020
Q3 		$128M Buy
9,518,286
+352,878
+4% +$4.69M 13.03% 1
2020
Q2 		$113M Sell
9,165,408
-88,572
-1% -$1.03M 12.56% 2
2020
Q1 		$94.5M Sell
9,253,980
-442,392
-5% -$5.37M 12.81% 3
2019
Q4 		$124M Buy
9,696,372
+88,722
+0.9% +$1.09M 14.5% 1
2019
Q3 		$114M Buy
9,607,650
+477,648
+5% +$5.63M 14.98% 1
2019
Q2 		$107M Buy
9,130,002
+289,020
+3% +$3.32M 15.74% 1
2019
Q1 		$99.6M Buy
8,840,982
+215,424
+2% +$2.33M 16.48% 1
2018
Q4 		$85.8M Buy
8,625,558
+794,592
+10% +$8.53M 16.55% 1
2018
Q3 		$90.8M Buy
7,830,966
+398,670
+5% +$4.53M 16.79% 1
2018
Q2 		$80.5M Buy
7,432,296
+702,414
+10% +$7.57M 16.6% 1
2018
Q1 		$70.8M Buy
6,729,882
+155,712
+2% +$1.69M 16.89% 1
2017
Q4 		$69.9M Buy
6,574,170
+776,508
+13% +$8.04M 17.43% 1
2017
Q3 		$58M Buy
5,797,662
+740,130
+15% +$7.26M 18.85% 1
2017
Q2 		$48.7M Buy
5,057,532
+489,456
+11% +$4.67M 18.47% 1
2017
Q1 		$42.8M Buy
4,568,076
+569,796
+14% +$5.27M 18.64% 1
2016
Q4 		$35.5M Buy
+3,998,280
New +$34.7M 18.32% 1

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

AJ Wealth Strategies's SCHX Position: Q2 2023 in Review

AJ Wealth Strategies increased its Schwab US Large- Cap ETF (SCHX) stake by 7.5% in Q2 2023, buying an estimated $13.1M and bringing the position to 11,377,332 shares worth $199M. The position accounts for 9.59% of the portfolio, ranked #1.

AJ Wealth Strategies first reported a position in SCHX in Q4 2016 and has held it in 27 quarters since. The position peaked at $282M in Q4 2021. 1,071 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

  • AJ Wealth Strategies held 11,377,332 shares of Schwab US Large- Cap ETF worth $199M as of Q2 2023.
  • AJ Wealth Strategies bought 790,941 Schwab US Large- Cap ETF shares in Q2 2023, an estimated $13.1M.
  • Schwab US Large- Cap ETF made up 9.59% of AJ Wealth Strategies's portfolio in Q2 2023, its #1 holding.
  • AJ Wealth Strategies first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 27 quarters since.
  • AJ Wealth Strategies's Schwab US Large- Cap ETF position peaked at $282M in Q4 2021.
  • 1,071 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.