Albion Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Albion Financial Group’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 Q1	–	Sell	-177	Closed	-$2.67K	–	480
2022 Q4	$2.67K	Buy	+177	New	+$2.68K	﹤0.01%	374

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

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

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

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

Albion Financial Group's SCHX Position: Q1 2023 in Review

Albion Financial Group sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2023, closing a stake of 177 shares — an estimated $2.67K sold.

Albion Financial Group first reported a position in SCHX in Q4 2022 and held it in 1 quarter. The position peaked at $2.67K in Q4 2022. 1,039 funds tracked by Wall St. Rank hold SCHX as of Q1 2023.

Albion Financial Group reported no remaining Schwab US Large- Cap ETF position as of Q1 2023 after selling out during the quarter.
Albion Financial Group sold 177 Schwab US Large- Cap ETF shares in Q1 2023, an estimated $2.67K.
Albion Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2022 and held it in 1 quarter.
Albion Financial Group's Schwab US Large- Cap ETF position peaked at $2.67K in Q4 2022.
1,039 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2023.

Based on Albion Financial Group's 13F filing for Q1 2023, filed 18 Apr 2023.