Baldrige Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Baldrige Asset 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
2023 Q1	$3.23M	Buy	200,361 +3,876	+2%	+$61K	1.32%	18
2022 Q4	$2.96M	Buy	196,485 +10,134	+5%	+$153K	1.32%	20
2022 Q3	$2.63M	Buy	186,351 +3,393	+2%	+$53.2K	1.25%	19
2022 Q2	$2.72M	Buy	182,958 +13,677	+8%	+$222K	1.25%	19
2022 Q1	$3.04M	Buy	169,281 +1,581	+0.9%	+$28K	1.24%	20
2021 Q4	$3.18M	Sell	167,700 -4,632	-3%	-$85.6K	1.24%	22
2021 Q3	$2.99M	Sell	172,332 -18,096	-10%	-$323K	1.24%	22
2021 Q2	$3.3M	Sell	190,428 -3,522	-2%	-$59.4K	1.43%	19
2021 Q1	$3.1M	Sell	193,950 -4,020	-2%	-$63K	1.7%	18
2020 Q4	$3M	Sell	197,970 -16,584	-8%	-$237K	1.78%	17
2020 Q3	$2.88M	Sell	214,554 -9,534	-4%	-$127K	1.94%	18
2020 Q2	$2.77M	Buy	224,088 +15,384	+7%	+$179K	2.08%	17
2020 Q1	$2.13M	Sell	208,704 -1,098	-0.5%	-$13.3K	1.86%	17
2019 Q4	$2.69M	Sell	209,802 -12,054	-5%	-$148K	2.22%	15
2019 Q3	$2.62M	Sell	221,856 -5,178	-2%	-$61K	2.33%	15
2019 Q2	$2.66M	Buy	227,034 +2,526	+1%	+$29K	2.45%	15
2019 Q1	$2.53M	Buy	+224,508	New	+$2.43M	2.47%	15

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $1.54B AUM 16.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Baldrige Asset Management's SCHX Position: Q1 2023 in Review

Baldrige Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 2% in Q1 2023, buying an estimated $61K and bringing the position to 200,361 shares worth $3.23M. The position accounts for 1.32% of the portfolio, ranked #18.

Baldrige Asset Management first reported a position in SCHX in Q1 2019 and has held it in 17 quarters since. The position peaked at $3.3M in Q2 2021. 1,039 funds tracked by Wall St. Rank hold SCHX as of Q1 2023.

Baldrige Asset Management held 200,361 shares of Schwab US Large- Cap ETF worth $3.23M as of Q1 2023.
Baldrige Asset Management bought 3,876 Schwab US Large- Cap ETF shares in Q1 2023, an estimated $61K.
Schwab US Large- Cap ETF made up 1.32% of Baldrige Asset Management's portfolio in Q1 2023, its #18 holding.
Baldrige Asset Management first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 17 quarters since.
Baldrige Asset Management's Schwab US Large- Cap ETF position peaked at $3.3M in Q2 2021.
1,039 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.