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Alley Company’s Schwab US Large- Cap ETF SCHX Stock Holding History

Alley Company’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
2021
Q4 		$1.34M Sell
70,854
-1,350
-2% -$24.9K 0.21% 61
2021
Q3 		$1.25M Buy
72,204
+528
+0.7% +$9.42K 0.22% 62
2021
Q2 		$1.24M Sell
71,676
-222
-0.3% -$3.75K 0.23% 62
2021
Q1 		$1.15M Buy
71,898
+1,092
+2% +$17.1K 0.23% 63
2020
Q4 		$1.07M Buy
70,806
+486
+0.7% +$6.96K 0.22% 63
2020
Q3 		$945K Buy
70,320
+1,926
+3% +$25.6K 0.07% 64
2020
Q2 		$845K Sell
68,394
-8,400
-11% -$97.9K 0.07% 65
2020
Q1 		$784K Sell
76,794
-10,200
-12% -$124K 0.09% 62
2019
Q4 		$1.11M Buy
86,994
+396
+0.5% +$4.85K 0.29% 63
2019
Q3 		$1.02M Sell
86,598
-2,898
-3% -$34.2K 0.28% 64
2019
Q2 		$1.05M Buy
89,496
+2,472
+3% +$28.4K 0.3% 62
2019
Q1 		$981K Buy
87,024
+5,460
+7% +$59.2K 0.29% 61
2018
Q4 		$812K Buy
81,564
+1,500
+2% +$16.1K 0.27% 65
2018
Q3 		$928K Buy
80,064
+6,558
+9% +$74.6K 0.28% 64
2018
Q2 		$796K Buy
73,506
+1,812
+3% +$19.5K 0.27% 65
2018
Q1 		$754K Buy
71,694
+1,122
+2% +$12.2K 0.26% 66
2017
Q4 		$750K Buy
70,572
+432
+0.6% +$4.47K 0.26% 65
2017
Q3 		$702K Buy
70,140
+11,760
+20% +$115K 0.26% 66
2017
Q2 		$562K Buy
58,380
+5,190
+10% +$49.5K 0.21% 66
2017
Q1 		$499K Buy
53,190
+1,818
+4% +$16.8K 0.2% 66
2016
Q4 		$456K Sell
51,372
-42
-0.1% -$365 0.2% 65
2016
Q3 		$442K Buy
51,414
+1,050
+2% +$9.01K 0.2% 65
2016
Q2 		$418K Sell
50,364
-2,124
-4% -$17.5K 0.19% 64
2016
Q1 		$427K Buy
52,488
+2,208
+4% +$17K 0.21% 65
2015
Q4 		$407K Buy
50,280
+1,608
+3% +$13.1K 0.2% 67
2015
Q3 		$371K Buy
48,672
+10,104
+26% +$81.7K 0.19% 68
2015
Q2 		$317K Buy
38,568
+3,768
+11% +$31.6K 0.16% 72
2015
Q1 		$288K Buy
34,800
+8,100
+30% +$66.7K 0.14% 76
2014
Q4 		$218K Buy
+26,700
New +$213K 0.11% 83

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Alley Company's SCHX Position: Q4 2021 in Review

Alley Company reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.9% in Q4 2021, selling an estimated $24.9K and leaving 70,854 shares worth $1.34M. The position accounts for 0.21% of the portfolio, ranked #61.

Alley Company first reported a position in SCHX in Q4 2014 and has held it in 29 quarters since. 992 funds tracked by Wall St. Rank hold SCHX as of Q4 2021.

  • Alley Company held 70,854 shares of Schwab US Large- Cap ETF worth $1.34M as of Q4 2021.
  • Alley Company sold 1,350 Schwab US Large- Cap ETF shares in Q4 2021, an estimated $24.9K.
  • Schwab US Large- Cap ETF made up 0.21% of Alley Company's portfolio in Q4 2021, its #61 holding.
  • Alley Company first reported a position in Schwab US Large- Cap ETF in Q4 2014 and has held it in 29 quarters since.
  • 992 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2021.

Based on Alley Company's 13F filing for Q4 2021, filed 25 Jan 2022.