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

Appleton 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
Q3 		– Sell
-899,670
Closed -$15.7M – 37
2023
Q2 		$15.7M Sell
899,670
-5,532
-0.6% -$91.3K 21.92% 2
2023
Q1 		$14.6M Sell
905,202
-39,561
-4% -$623K 28.46% 2
2022
Q4 		$14.2M Buy
944,763
+459,534
+95% +$6.96M 20.85% 2
2022
Q3 		$6.85M Buy
+485,229
New +$7.61M 19.56% 3
2022
Q1 		– Sell
-972,102
Closed -$18.4M – 56
2021
Q4 		$18.4M Sell
972,102
-184,074
-16% -$3.4M 18.5% 3
2021
Q3 		$20M Buy
1,156,176
+23,958
+2% +$427K 17.25% 2
2021
Q2 		$19.6M Buy
1,132,218
+10,356
+0.9% +$175K 15.06% 3
2021
Q1 		$18M Buy
1,121,862
+101,856
+10% +$1.6M 23.48% 2
2020
Q4 		$15.5M Buy
1,020,006
+20,478
+2% +$293K 15.09% 2
2020
Q3 		$13.4M Buy
999,528
+47,832
+5% +$636K 21.03% 2
2020
Q2 		$11.8M Buy
951,696
+497,754
+110% +$5.8M 14.15% 2
2020
Q1 		$4.63M Sell
453,942
-393,810
-46% -$4.78M 23.39% 2
2019
Q4 		$10.9M Sell
847,752
-48,060
-5% -$589K 13.77% 3
2019
Q3 		$10.6M Sell
895,812
-47,652
-5% -$562K 12.3% 2
2019
Q2 		$11M Buy
943,464
+420
+0% +$4.82K 12.32% 2
2019
Q1 		$10.6M Buy
+943,044
New +$10.2M 10.23% 2
2018
Q4 		– Sell
-492,360
Closed -$5.71M – 20
2018
Q3 		$5.71M Buy
492,360
+25,896
+6% +$294K 6.05% 7
2018
Q2 		$5.05M Buy
466,464
+4,266
+0.9% +$46K 6.64% 6
2018
Q1 		$4.86M Buy
462,198
+38,046
+9% +$414K 5.58% 8
2017
Q4 		$4.51M Buy
424,152
+36,642
+9% +$380K 4.47% 12
2017
Q3 		$3.88M Buy
387,510
+4,944
+1% +$48.5K 4.17% 12
2017
Q2 		$3.68M Buy
382,566
+9,240
+2% +$88.1K 4.16% 12
2017
Q1 		$3.5M Sell
373,326
-18,144
-5% -$168K 4.05% 12
2016
Q4 		$3.48M Buy
391,470
+5,340
+1% +$46.4K 4.59% 10
2016
Q3 		$3.32M Buy
386,130
+438
+0.1% +$3.76K 4.01% 9
2016
Q2 		$3.2M Buy
+385,692
New +$3.17M 5.33% 6

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Appleton Group's SCHX Position: Q3 2023 in Review

Appleton Group sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2023, closing a stake of 899,670 shares — an estimated $15.7M sold.

Appleton Group first reported a position in SCHX in Q2 2016 and held it in 26 quarters. The position peaked at $20M in Q3 2021. 1,044 funds tracked by Wall St. Rank hold SCHX as of Q3 2023.

  • Appleton Group reported no remaining Schwab US Large- Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Appleton Group sold 899,670 Schwab US Large- Cap ETF shares in Q3 2023, an estimated $15.7M.
  • Appleton Group first reported a position in Schwab US Large- Cap ETF in Q2 2016 and held it in 26 quarters.
  • Appleton Group's Schwab US Large- Cap ETF position peaked at $20M in Q3 2021.
  • 1,044 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2023.

Based on Appleton Group's 13F filing for Q3 2023, filed 8 Nov 2023.