CIA
SCHX icon

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

Cascade 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
2023
Q2 		– Sell
-138
Closed -$2.23K – 200
2023
Q1 		$2.23K Buy
+138
New +$2.17K ﹤0.01% 228
2017
Q1 		– Sell
-1,530
Closed -$13.6K – 203
2016
Q4 		$13.6K Buy
+1,530
New +$13.3K 0.01% 143

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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Cascade Investment Advisors's SCHX Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2023, closing a stake of 138 shares — an estimated $2.23K sold.

Cascade Investment Advisors first reported a position in SCHX in Q4 2016 and held it in 2 quarters. The position peaked at $13.6K in Q4 2016. 1,071 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

  • Cascade Investment Advisors reported no remaining Schwab US Large- Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Cascade Investment Advisors sold 138 Schwab US Large- Cap ETF shares in Q2 2023, an estimated $2.23K.
  • Cascade Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2016 and held it in 2 quarters.
  • Cascade Investment Advisors's Schwab US Large- Cap ETF position peaked at $13.6K in Q4 2016.
  • 1,071 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.