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

Cassia 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 Q4	–	Sell	-21,636	Closed	-$375K	–	134
2021 Q3	$375K	Buy	+21,636	New	+$386K	0.26%	83

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

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 $1.81B AUM 22.3% 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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Cassia Capital Partners's SCHX Position: Q4 2021 in Review

Cassia Capital Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2021, closing a stake of 21,636 shares — an estimated $375K sold.

Cassia Capital Partners first reported a position in SCHX in Q3 2021 and held it in 1 quarter. The position peaked at $375K in Q3 2021. 992 funds tracked by Wall St. Rank hold SCHX as of Q4 2021.

Cassia Capital Partners reported no remaining Schwab US Large- Cap ETF position as of Q4 2021 after selling out during the quarter.
Cassia Capital Partners sold 21,636 Schwab US Large- Cap ETF shares in Q4 2021, an estimated $375K.
Cassia Capital Partners first reported a position in Schwab US Large- Cap ETF in Q3 2021 and held it in 1 quarter.
Cassia Capital Partners's Schwab US Large- Cap ETF position peaked at $375K in Q3 2021.
992 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2021.

Based on Cassia Capital Partners's 13F filing for Q4 2021, filed 14 Feb 2022.