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American Portfolios Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

American Portfolios 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
2022
Q3 		$2.01M Buy
142,266
+125,337
+740% +$1.97M 0.09% 241
2022
Q2 		$252K Sell
16,929
-1,422
-8% -$23K 0.01% 948
2022
Q1 		$329K Sell
18,351
-191,679
-91% -$3.39M 0.01% 930
2021
Q4 		$3.98M Buy
210,030
+195,312
+1,327% +$3.61M 0.13% 149
2021
Q3 		$255K Sell
14,718
-145,470
-91% -$2.59M 0.01% 1006
2021
Q2 		$2.78M Buy
160,188
+152,862
+2,087% +$2.58M 0.11% 196
2021
Q1 		$117K Buy
7,326
+4,614
+170% +$72.3K 0.01% 1258
2020
Q4 		$41.1K Sell
2,712
-8,298
-75% -$119K ﹤0.01% 1497
2020
Q3 		$148K Sell
11,010
-510
-4% -$6.78K 0.01% 920
2020
Q2 		$142K Sell
11,520
-3,930
-25% -$45.8K 0.01% 864
2020
Q1 		$158K Buy
15,450
+4,362
+39% +$53K 0.01% 729
2019
Q4 		$142K Buy
11,088
+6,024
+119% +$73.8K 0.01% 884
2019
Q3 		$59.9K Sell
5,064
-3,342
-40% -$39.4K ﹤0.01% 1205
2019
Q2 		$98.4K Buy
8,406
+1,746
+26% +$20.1K 0.01% 992
2019
Q1 		$75.1K Buy
6,660
+5,262
+376% +$57K 0.01% 1013
2018
Q4 		$13.9K Sell
1,398
-6,852
-83% -$73.5K ﹤0.01% 1509
2018
Q3 		$95.6K Buy
8,250
+558
+7% +$6.34K 0.01% 846
2018
Q2 		$83.3K Buy
7,692
+174
+2% +$1.88K 0.01% 876
2018
Q1 		$79.1K Sell
7,518
-226,836
-97% -$2.47M 0.01% 837
2017
Q4 		$2.49M Buy
+234,354
New +$2.43M 0.39% 51

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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 $1.81B AUM 22.3% 1-Year Est. Return

American Portfolios Advisors's SCHX Position: Q3 2022 in Review

American Portfolios Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 740% in Q3 2022, buying an estimated $1.97M and bringing the position to 142,266 shares worth $2.01M. The position accounts for 0.09% of the portfolio, ranked #241.

American Portfolios Advisors first reported a position in SCHX in Q4 2017 and has held it in 20 quarters since. The position peaked at $3.98M in Q4 2021. 959 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

  • American Portfolios Advisors held 142,266 shares of Schwab US Large- Cap ETF worth $2.01M as of Q3 2022.
  • American Portfolios Advisors bought 125,337 Schwab US Large- Cap ETF shares in Q3 2022, an estimated $1.97M.
  • Schwab US Large- Cap ETF made up 0.09% of American Portfolios Advisors's portfolio in Q3 2022, its #241 holding.
  • American Portfolios Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Schwab US Large- Cap ETF position peaked at $3.98M in Q4 2021.
  • 959 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.