Cardan Capital Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cardan Capital Partners’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	$1.29M	Buy	+74,712	New	+$1.33M	0.15%	114
2018 Q4	–	Sell	-291,282	Closed	-$3.38M	–	196
2018 Q3	$3.38M	Sell	291,282 -1,386	-0.5%	-$15.8K	0.53%	54
2018 Q2	$3.17M	Buy	292,668 +414	+0.1%	+$4.46K	0.52%	54
2018 Q1	$3.07M	Buy	+292,254	New	+$3.18M	0.51%	54

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 $374B AUM 17.66% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 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

Cardan Capital Partners's SCHX Position: Q3 2021 in Review

Cardan Capital Partners opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2021: 74,712 shares worth $1.29M. The stake represents 0.15% of the portfolio and ranks #114 among its holdings. This is a return to the name: Cardan Capital Partners previously reported a position in SCHX as recently as Q3 2018.

Cardan Capital Partners first reported a position in SCHX in Q1 2018 and has held it in 4 quarters since. The position peaked at $3.38M in Q3 2018. 869 funds tracked by Wall St. Rank hold SCHX as of Q3 2021.

Cardan Capital Partners held 74,712 shares of Schwab US Large- Cap ETF worth $1.29M as of Q3 2021.
Schwab US Large- Cap ETF was a new Cardan Capital Partners position in Q3 2021.
Schwab US Large- Cap ETF made up 0.15% of Cardan Capital Partners's portfolio in Q3 2021, its #114 holding.
Cardan Capital Partners first reported a position in Schwab US Large- Cap ETF in Q1 2018 and has held it in 4 quarters since.
Cardan Capital Partners's Schwab US Large- Cap ETF position peaked at $3.38M in Q3 2018.
869 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.