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

Capital Directions Investment 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
2022
Q4 		$204K Buy
+13,584
New +$206K 0.08% 60
2022
Q3 		– Sell
-13,584
Closed -$213K – 67
2022
Q2 		$202K Buy
13,584
+882
+7% +$14.3K 0.07% 68
2022
Q1 		$228K Hold
12,702
– – 0.07% 68
2021
Q4 		$241K Hold
12,702
– – 0.07% 64
2021
Q3 		$220K Hold
12,702
– – 0.07% 59
2021
Q2 		$220K Buy
+12,702
New +$214K 0.07% 63
2021
Q1 		– Sell
-13,680
Closed -$207K – 316
2020
Q4 		$207K Hold
13,680
– – 0.07% 57
2020
Q3 		$184K Hold
13,680
– – 0.07% 56
2020
Q2 		$169K Sell
13,680
-2,160
-14% -$25.2K 0.07% 57
2020
Q1 		$162K Hold
15,840
– – 0.07% 61
2019
Q4 		$203K Hold
15,840
– – 0.07% 64
2019
Q3 		$187K Sell
15,840
-1,542
-9% -$18.2K 0.06% 65
2019
Q2 		$203K Sell
17,382
-480
-3% -$5.51K 0.07% 47
2019
Q1 		$201K Buy
17,862
+12
+0.1% +$130 0.07% 45
2018
Q4 		$178K Buy
17,850
+492
+3% +$5.28K 0.06% 52
2018
Q3 		$201K Buy
17,358
+1,518
+10% +$17.3K 0.06% 47
2018
Q2 		$172K Sell
15,840
-1,638
-9% -$17.7K 0.08% 39
2018
Q1 		$184K Buy
17,478
+144
+0.8% +$1.57K 0.06% 44
2017
Q4 		$184K Buy
17,334
+1,494
+9% +$15.5K 0.06% 43
2017
Q3 		$159K Hold
15,840
– – 0.05% 46
2017
Q2 		$153K Hold
15,840
– – 0.05% 38
2017
Q1 		$149K Hold
15,840
– – 0.05% 41
2016
Q4 		$141K Hold
15,840
– – 0.05% 41
2016
Q3 		$136K Hold
15,840
– – 0.05% 40
2016
Q2 		$131K Hold
15,840
– – 0.05% 41
2016
Q1 		$129K Hold
15,840
– – 0.05% 33
2015
Q4 		$128K Hold
15,840
– – 0.04% 41
2015
Q3 		$121K Buy
15,840
+6,900
+77% +$55.8K 0.04% 39
2015
Q2 		$73K Hold
8,940
– – 0.02% 42
2015
Q1 		$75K Hold
8,940
– – 0.02% 46
2014
Q4 		$74K Buy
+8,940
New +$71.5K 0.02% 47
2014
Q1 		– Sell
-1,224
Closed -$9K – 62
2013
Q4 		$9K Hold
1,224
– – ﹤0.01% 56
2013
Q3 		$8K Hold
1,224
– – ﹤0.01% 57
2013
Q2 		$8K Buy
+1,224
New +$7.83K ﹤0.01% 61

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
UBS Group
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

Capital Directions Investment Advisors's SCHX Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Schwab US Large- Cap ETF (SCHX) in Q4 2022: 13,584 shares worth $204K. The stake represents 0.08% of the portfolio and ranks #60 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in SCHX as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in SCHX in Q2 2013 and has held it in 34 quarters since. The position peaked at $241K in Q4 2021. 1,035 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

  • Capital Directions Investment Advisors held 13,584 shares of Schwab US Large- Cap ETF worth $204K as of Q4 2022.
  • Schwab US Large- Cap ETF was a new Capital Directions Investment Advisors position in Q4 2022.
  • Schwab US Large- Cap ETF made up 0.08% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #60 holding.
  • Capital Directions Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 34 quarters since.
  • Capital Directions Investment Advisors's Schwab US Large- Cap ETF position peaked at $241K in Q4 2021.
  • 1,035 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.