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

Aries 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 		– Sell
-303,984
Closed -$5.46M – 223
2022
Q1 		$5.46M Buy
+303,984
New +$5.38M 2.36% 17

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 $751B AUM 38.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Aries Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2022, closing a stake of 303,984 shares — an estimated $5.46M sold.

Aries Wealth Management first reported a position in SCHX in Q1 2022 and held it in 1 quarter. The position peaked at $5.46M in Q1 2022. 969 funds tracked by Wall St. Rank hold SCHX as of Q2 2022.

  • Aries Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Aries Wealth Management sold 303,984 Schwab US Large- Cap ETF shares in Q2 2022, an estimated $5.46M.
  • Aries Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2022 and held it in 1 quarter.
  • Aries Wealth Management's Schwab US Large- Cap ETF position peaked at $5.46M in Q1 2022.
  • 969 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2022.

Based on Aries Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.