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

Bison Wealth’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
Q3 		– Sell
-6,093
Closed -$91K – 332
2022
Q2 		$91K Buy
6,093
+15
+0.2% +$243 0.05% 208
2022
Q1 		$109K Sell
6,078
-972
-14% -$17.2K 0.06% 234
2021
Q4 		$134K Sell
7,050
-42,906
-86% -$793K 0.08% 203
2021
Q3 		$866K Sell
49,956
-642
-1% -$11.4K 0.4% 57
2021
Q2 		$877K Buy
50,598
+12
+0% +$202 0.38% 62
2021
Q1 		$810K Buy
50,586
+2,874
+6% +$45K 0.35% 69
2020
Q4 		$723K Buy
47,712
+2,178
+5% +$31.2K 0.34% 68
2020
Q3 		$612K Buy
45,534
+456
+1% +$6.06K 0.36% 71
2020
Q2 		$557K Sell
45,078
-888
-2% -$10.3K 0.35% 76
2020
Q1 		$469K Buy
45,966
+1,440
+3% +$17.5K 0.34% 85
2019
Q4 		$570K Buy
44,526
+1,584
+4% +$19.4K 0.27% 94
2019
Q3 		$508K Sell
42,942
-138
-0.3% -$1.63K 0.28% 95
2019
Q2 		$504K Buy
43,080
+1,050
+2% +$12.1K 0.29% 96
2019
Q1 		$474K Buy
42,030
+1,926
+5% +$20.9K 0.29% 96
2018
Q4 		$399K Buy
40,104
+9,126
+29% +$97.9K 0.29% 99
2018
Q3 		$359K Buy
30,978
+9,762
+46% +$111K 0.23% 129
2018
Q2 		$230K Hold
21,216
– – 0.17% 174
2018
Q1 		$223K Buy
21,216
+576
+3% +$6.26K 0.17% 166
2017
Q4 		$219K Buy
+20,640
New +$214K 0.16% 180

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 $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
UBS Group
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

Bison Wealth's SCHX Position: Q3 2022 in Review

Bison Wealth sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2022, closing a stake of 6,093 shares — an estimated $91K sold.

Bison Wealth first reported a position in SCHX in Q4 2017 and held it in 19 quarters. The position peaked at $877K in Q2 2021. 959 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

  • Bison Wealth reported no remaining Schwab US Large- Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Bison Wealth sold 6,093 Schwab US Large- Cap ETF shares in Q3 2022, an estimated $91K.
  • Bison Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2017 and held it in 19 quarters.
  • Bison Wealth's Schwab US Large- Cap ETF position peaked at $877K in Q2 2021.
  • 959 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.