Altium Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Altium Wealth Management’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	$1.52M	Buy	102,159 +16,758	+20%	+$272K	0.11%	113
2022 Q1	$1.53M	Sell	85,401 -879	-1%	-$15.6K	0.1%	118
2021 Q4	$1.64M	Buy	86,280 +14,016	+19%	+$259K	0.11%	104
2021 Q3	$1.25M	Sell	72,264 -4,440	-6%	-$79.2K	0.09%	108
2021 Q2	$1.33M	Hold	76,704	–	–	0.1%	105
2021 Q1	$1.23M	Buy	76,704 +27,348	+55%	+$428K	0.1%	103
2020 Q4	$748K	Buy	49,356 +2,760	+6%	+$39.5K	0.07%	124
2020 Q3	$626K	Hold	46,596	–	–	0.07%	130
2020 Q2	$575K	Buy	+46,596	New	+$543K	0.06%	139
2018 Q4	–	Sell	-64,566	Closed	-$749K	–	294
2018 Q3	$749K	Buy	64,566 +39,714	+160%	+$451K	0.14%	111
2018 Q2	$269K	Sell	24,852 -45,228	-65%	-$488K	0.07%	198
2018 Q1	$737K	Buy	70,080 +126	+0.2%	+$1.37K	0.29%	55
2017 Q4	$744K	Buy	+69,954	New	+$725K	0.34%	55

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

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Altium Wealth Management's SCHX Position: Q2 2022 in Review

Altium Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 20% in Q2 2022, buying an estimated $272K and bringing the position to 102,159 shares worth $1.52M. The position accounts for 0.11% of the portfolio, ranked #113.

Altium Wealth Management first reported a position in SCHX in Q4 2017 and has held it in 13 quarters since. The position peaked at $1.64M in Q4 2021. 968 funds tracked by Wall St. Rank hold SCHX as of Q2 2022.

Altium Wealth Management held 102,159 shares of Schwab US Large- Cap ETF worth $1.52M as of Q2 2022.
Altium Wealth Management bought 16,758 Schwab US Large- Cap ETF shares in Q2 2022, an estimated $272K.
Schwab US Large- Cap ETF made up 0.11% of Altium Wealth Management's portfolio in Q2 2022, its #113 holding.
Altium Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 13 quarters since.
Altium Wealth Management's Schwab US Large- Cap ETF position peaked at $1.64M in Q4 2021.
968 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.