Cedar Mountain Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cedar Mountain 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	–	Sell	-135	Closed	-$2K	–	323
2022 Q3	$2K	Buy	135 +3	+2%	+$47	﹤0.01%	262
2022 Q2	$2K	Sell	132 -126	-49%	-$2.04K	﹤0.01%	263
2022 Q1	$5K	Buy	258 +126	+95%	+$2.23K	﹤0.01%	240
2021 Q4	$3K	Hold	132	–	–	﹤0.01%	264
2021 Q3	$2K	Hold	132	–	–	﹤0.01%	269
2021 Q2	$2K	Hold	132	–	–	﹤0.01%	243
2021 Q1	$2K	Hold	132	–	–	﹤0.01%	248
2020 Q4	$2K	Hold	132	–	–	﹤0.01%	241
2020 Q3	$2K	Hold	132	–	–	﹤0.01%	221
2020 Q2	$2K	Hold	132	–	–	﹤0.01%	220
2020 Q1	$1K	Buy	+132	New	+$1.6K	﹤0.01%	223

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

SFG

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

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

Cedar Mountain Advisors's SCHX Position: Q4 2022 in Review

Cedar Mountain Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2022, closing a stake of 135 shares — an estimated $2K sold.

Cedar Mountain Advisors first reported a position in SCHX in Q1 2020 and held it in 11 quarters. The position peaked at $5K in Q1 2022. 1,035 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

Cedar Mountain Advisors reported no remaining Schwab US Large- Cap ETF position as of Q4 2022 after selling out during the quarter.
Cedar Mountain Advisors sold 135 Schwab US Large- Cap ETF shares in Q4 2022, an estimated $2K.
Cedar Mountain Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2020 and held it in 11 quarters.
Cedar Mountain Advisors's Schwab US Large- Cap ETF position peaked at $5K in Q1 2022.
1,035 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

Based on Cedar Mountain Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.