Arcus Capital Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Arcus Capital Partners’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 Q1	–	Sell	-6,810	Closed	-$102K	–	300
2022 Q4	$102K	Buy	+6,810	New	+$103K	0.04%	134
2021 Q3	–	Sell	-228,738	Closed	-$3.96M	–	106
2021 Q2	$3.96M	Buy	228,738 +396	+0.2%	+$6.68K	1.85%	13
2021 Q1	$3.65M	Sell	228,342 -1,602	-0.7%	-$25.1K	0.29%	13
2020 Q4	$3.49M	Sell	229,944 -7,434	-3%	-$106K	0.52%	13
2020 Q3	$3.19M	Sell	237,378 -4,938	-2%	-$65.6K	0.48%	15
2020 Q2	$2.99M	Sell	242,316 -30,660	-11%	-$357K	0.83%	13
2020 Q1	$2.79M	Sell	272,976 -39,312	-13%	-$477K	1.2%	13
2019 Q4	$4M	Sell	312,288 -5,592	-2%	-$68.5K	1.35%	12
2019 Q3	$3.76M	Sell	317,880 -5,742	-2%	-$67.7K	1.49%	12
2019 Q2	$3.79M	Buy	+323,622	New	+$3.72M	1.38%	11
2018 Q1	–	Sell	-19,248	Closed	-$205K	–	120
2017 Q4	$205K	Buy	+19,248	New	+$199K	0.12%	106

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 $751B AUM 38.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Arcus Capital Partners's SCHX Position: Q1 2023 in Review

Arcus Capital Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2023, closing a stake of 6,810 shares — an estimated $102K sold.

Arcus Capital Partners first reported a position in SCHX in Q4 2017 and held it in 11 quarters. The position peaked at $4M in Q4 2019. 1,040 funds tracked by Wall St. Rank hold SCHX as of Q1 2023.

Arcus Capital Partners reported no remaining Schwab US Large- Cap ETF position as of Q1 2023 after selling out during the quarter.
Arcus Capital Partners sold 6,810 Schwab US Large- Cap ETF shares in Q1 2023, an estimated $102K.
Arcus Capital Partners first reported a position in Schwab US Large- Cap ETF in Q4 2017 and held it in 11 quarters.
Arcus Capital Partners's Schwab US Large- Cap ETF position peaked at $4M in Q4 2019.
1,040 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2023.

Based on Arcus Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.