BDO Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

BDO Wealth Advisors’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 Q2	$76.1K	Sell	4,359 -1,101	-20%	-$18.2K	0.01%	370
2023 Q1	$88K	Buy	5,460 +6	+0.1%	+$94	0.01%	342
2022 Q4	$82.1K	Buy	5,454 +9	+0.2%	+$136	0.01%	352
2022 Q3	$77K	Buy	5,445 +9	+0.2%	+$141	0.01%	353
2022 Q2	$81K	Buy	5,436 +306	+6%	+$4.96K	0.01%	353
2022 Q1	$92K	Hold	5,130	–	–	0.01%	347
2021 Q4	$97K	Buy	5,130 +6	+0.1%	+$111	0.01%	356
2021 Q3	$89K	Buy	5,124 +1,422	+38%	+$25.4K	0.01%	369
2021 Q2	$64K	Hold	3,702	–	–	0.01%	425
2021 Q1	$59K	Sell	3,702 -2,802	-43%	-$43.9K	0.01%	429
2020 Q4	$99K	Buy	6,504 +288	+5%	+$4.12K	0.01%	288
2020 Q3	$84K	Hold	6,216	–	–	0.01%	286
2020 Q2	$77K	Hold	6,216	–	–	0.01%	291
2020 Q1	$63K	Buy	6,216 +3,678	+145%	+$44.7K	0.01%	318
2019 Q4	$32K	Sell	2,538 -450	-15%	-$5.52K	0.01%	345
2019 Q3	$35K	Hold	2,988	–	–	0.01%	355
2019 Q2	$35K	Hold	2,988	–	–	0.01%	346
2019 Q1	$34K	Hold	2,988	–	–	0.01%	326
2018 Q4	$30K	Hold	2,988	–	–	0.01%	302
2018 Q3	$35K	Sell	2,988 -3,000	-50%	-$34.1K	0.01%	332
2018 Q2	$65K	Buy	+5,988	New	+$64.6K	0.02%	260

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

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

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 $1.54B AUM 16.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

BDO Wealth Advisors's SCHX Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 20% in Q2 2023, selling an estimated $18.2K and leaving 4,359 shares worth $76.1K. The position accounts for 0.01% of the portfolio, ranked #370.

BDO Wealth Advisors first reported a position in SCHX in Q2 2018 and has held it in 21 quarters since. The position peaked at $99K in Q4 2020. 1,071 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

BDO Wealth Advisors held 4,359 shares of Schwab US Large- Cap ETF worth $76.1K as of Q2 2023.
BDO Wealth Advisors sold 1,101 Schwab US Large- Cap ETF shares in Q2 2023, an estimated $18.2K.
Schwab US Large- Cap ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #370 holding.
BDO Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2018 and has held it in 21 quarters since.
BDO Wealth Advisors's Schwab US Large- Cap ETF position peaked at $99K in Q4 2020.
1,071 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.