Badgley, Phelps & Bell’s Schwab US Large- Cap ETF SCHX Stock Holding History

Badgley, Phelps & Bell’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
2021 Q2	$981K	Buy	56,604 +1,800	+3%	+$30.4K	0.04%	133
2021 Q1	$877K	Hold	54,804	–	–	0.04%	137
2020 Q4	$831K	Buy	54,804 +21,462	+64%	+$307K	0.04%	138
2020 Q3	$448K	Hold	33,342	–	–	0.02%	150
2020 Q2	$412K	Sell	33,342 -6,696	-17%	-$78K	0.02%	155
2020 Q1	$409K	Buy	40,038 +8,478	+27%	+$103K	0.03%	140
2019 Q4	$404K	Sell	31,560 -192	-0.6%	-$2.35K	0.02%	153
2019 Q3	$375K	Buy	31,752 +300	+1%	+$3.54K	0.02%	151
2019 Q2	$368K	Sell	31,452 -558	-2%	-$6.41K	0.02%	156
2019 Q1	$361K	Buy	+32,010	New	+$347K	0.02%	160
2016 Q2	–	Sell	-24,642	Closed	-$201K	–	153
2016 Q1	$201K	Buy	+24,642	New	+$190K	0.02%	148

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Badgley, Phelps & Bell's SCHX Position: Q2 2021 in Review

Badgley, Phelps & Bell increased its Schwab US Large- Cap ETF (SCHX) stake by 3.3% in Q2 2021, buying an estimated $30.4K and bringing the position to 56,604 shares worth $981K. The position accounts for 0.04% of the portfolio, ranked #133.

Badgley, Phelps & Bell first reported a position in SCHX in Q1 2016 and has held it in 11 quarters since. 872 funds tracked by Wall St. Rank hold SCHX as of Q2 2021.

Badgley, Phelps & Bell held 56,604 shares of Schwab US Large- Cap ETF worth $981K as of Q2 2021.
Badgley, Phelps & Bell bought 1,800 Schwab US Large- Cap ETF shares in Q2 2021, an estimated $30.4K.
Schwab US Large- Cap ETF made up 0.04% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #133 holding.
Badgley, Phelps & Bell first reported a position in Schwab US Large- Cap ETF in Q1 2016 and has held it in 11 quarters since.
872 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.