All Season Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

All Season Financial Advisors’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	–	Sell	-35,961	Closed	-$580K	–	123
2023 Q1	$580K	Sell	35,961 -7,740	-18%	-$122K	0.53%	48
2022 Q4	$658K	Buy	43,701 +39	+0.1%	+$590	0.58%	40
2022 Q3	$616K	Buy	43,662 +69	+0.2%	+$1.08K	0.67%	30
2022 Q2	$649K	Buy	43,593 +24	+0.1%	+$389	0.56%	40
2022 Q1	$782K	Sell	43,569 -1,083	-2%	-$19.2K	0.56%	39
2021 Q4	$847K	Sell	44,652 -2,520	-5%	-$46.6K	0.59%	38
2021 Q3	$818K	Buy	+47,172	New	+$841K	0.66%	34

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

All Season Financial Advisors's SCHX Position: Q2 2023 in Review

All Season Financial Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2023, closing a stake of 35,961 shares — an estimated $580K sold.

All Season Financial Advisors first reported a position in SCHX in Q3 2021 and held it in 7 quarters. The position peaked at $847K in Q4 2021. 1,071 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

All Season Financial Advisors reported no remaining Schwab US Large- Cap ETF position as of Q2 2023 after selling out during the quarter.
All Season Financial Advisors sold 35,961 Schwab US Large- Cap ETF shares in Q2 2023, an estimated $580K.
All Season Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2021 and held it in 7 quarters.
All Season Financial Advisors's Schwab US Large- Cap ETF position peaked at $847K in Q4 2021.
1,071 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

Based on All Season Financial Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.