Berman Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Berman Capital 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
2021 Q3	$101K	Sell	5,862 -2,460	-30%	-$43.9K	0.02%	439
2021 Q2	$144K	Sell	8,322 -522	-6%	-$8.81K	0.02%	291
2021 Q1	$141K	Sell	8,844 -216	-2%	-$3.38K	0.03%	238
2020 Q4	$137K	Buy	+9,060	New	+$130K	0.03%	213
2019 Q3	–	Sell	-2,346	Closed	-$27K	–	1561
2019 Q2	$27K	Hold	2,346	–	–	0.01%	433
2019 Q1	$26K	Buy	2,346 +12	+0.5%	+$130	0.01%	399
2018 Q4	$23K	Buy	+2,334	New	+$25.1K	0.01%	364

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 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

Berman Capital Advisors's SCHX Position: Q3 2021 in Review

Berman Capital Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 30% in Q3 2021, selling an estimated $43.9K and leaving 5,862 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #439.

Berman Capital Advisors first reported a position in SCHX in Q4 2018 and has held it in 7 quarters since. The position peaked at $144K in Q2 2021. 869 funds tracked by Wall St. Rank hold SCHX as of Q3 2021.

Berman Capital Advisors held 5,862 shares of Schwab US Large- Cap ETF worth $101K as of Q3 2021.
Berman Capital Advisors sold 2,460 Schwab US Large- Cap ETF shares in Q3 2021, an estimated $43.9K.
Schwab US Large- Cap ETF made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #439 holding.
Berman Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 7 quarters since.
Berman Capital Advisors's Schwab US Large- Cap ETF position peaked at $144K in Q2 2021.
869 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.