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

BT Wealth 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
2022 Q2	$1.35M	Buy	91,029 +51	+0.1%	+$826	0.38%	21
2022 Q1	$1.63M	Buy	90,978 +684	+0.8%	+$12.1K	0.42%	18
2021 Q4	$1.71M	Buy	90,294 +76,650	+562%	+$1.42M	0.46%	17
2021 Q3	$237K	Buy	13,644 +444	+3%	+$7.92K	0.07%	49
2021 Q2	$229K	Sell	13,200 -6,540	-33%	-$110K	0.07%	52
2021 Q1	$316K	Buy	+19,740	New	+$309K	0.11%	44

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

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

BT Wealth Management's SCHX Position: Q2 2022 in Review

BT Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.06% in Q2 2022, buying an estimated $826 and bringing the position to 91,029 shares worth $1.35M. The position accounts for 0.38% of the portfolio, ranked #21.

BT Wealth Management first reported a position in SCHX in Q1 2021 and has held it in 6 quarters since. The position peaked at $1.71M in Q4 2021. 968 funds tracked by Wall St. Rank hold SCHX as of Q2 2022.

BT Wealth Management held 91,029 shares of Schwab US Large- Cap ETF worth $1.35M as of Q2 2022.
BT Wealth Management bought 51 Schwab US Large- Cap ETF shares in Q2 2022, an estimated $826.
Schwab US Large- Cap ETF made up 0.38% of BT Wealth Management's portfolio in Q2 2022, its #21 holding.
BT Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 6 quarters since.
BT Wealth Management's Schwab US Large- Cap ETF position peaked at $1.71M in Q4 2021.
968 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.