Blooom Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History

Blooom Inc’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	$543K	Sell	38,295 -1,377	-3%	-$21.6K	1.03%	21
2022 Q2	$593K	Sell	39,672 -1,392	-3%	-$22.6K	1.02%	23
2022 Q1	$751K	Sell	41,064 -1,038	-2%	-$18.4K	0.6%	19
2021 Q4	$799K	Sell	42,102 -174	-0.4%	-$3.21K	0.6%	18
2021 Q3	$738K	Sell	42,276 -1,644	-4%	-$29.3K	0.61%	20
2021 Q2	$755K	Buy	43,920 +2,988	+7%	+$50.4K	0.56%	22
2021 Q1	$655K	Sell	40,932 -3,372	-8%	-$52.8K	0.51%	23
2020 Q4	$668K	Buy	+44,304	New	+$634K	0.54%	19

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 $751B AUM 38.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Blooom Inc's SCHX Position: Q3 2022 in Review

Blooom Inc reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.5% in Q3 2022, selling an estimated $21.6K and leaving 38,295 shares worth $543K. The position accounts for 1.03% of the portfolio, ranked #21.

Blooom Inc first reported a position in SCHX in Q4 2020 and has held it in 8 quarters since. The position peaked at $799K in Q4 2021. 960 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

Blooom Inc held 38,295 shares of Schwab US Large- Cap ETF worth $543K as of Q3 2022.
Blooom Inc sold 1,377 Schwab US Large- Cap ETF shares in Q3 2022, an estimated $21.6K.
Schwab US Large- Cap ETF made up 1.03% of Blooom Inc's portfolio in Q3 2022, its #21 holding.
Blooom Inc first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 8 quarters since.
Blooom Inc's Schwab US Large- Cap ETF position peaked at $799K in Q4 2021.
960 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.