Certified Advisory Corp’s Schwab US Large- Cap ETF SCHX Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-6,270	Closed	-$100K	–	632
2021 Q1	$100K	Buy	+6,270	New	+$98.2K	0.03%	256
2020 Q2	$45K	Buy	3,624 +18	+0.5%	+$210	0.01%	317
2020 Q1	$37K	Buy	3,606 +420	+13%	+$5.1K	0.01%	323
2019 Q4	$41K	Sell	3,186 -1,350	-30%	-$16.5K	0.01%	348
2019 Q3	$54K	Buy	4,536 +42	+0.9%	+$495	0.02%	309
2019 Q2	$53K	Hold	4,494	–	–	0.02%	308
2019 Q1	$51K	Buy	+4,494	New	+$48.7K	0.02%	298

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

SFG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Certified Advisory Corp's SCHX Position: Q2 2021 in Review

Certified Advisory Corp sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2021, closing a stake of 6,270 shares — an estimated $100K sold.

Certified Advisory Corp first reported a position in SCHX in Q1 2019 and held it in 7 quarters. The position peaked at $100K in Q1 2021. 872 funds tracked by Wall St. Rank hold SCHX as of Q2 2021.

Certified Advisory Corp reported no remaining Schwab US Large- Cap ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 6,270 Schwab US Large- Cap ETF shares in Q2 2021, an estimated $100K.
Certified Advisory Corp first reported a position in Schwab US Large- Cap ETF in Q1 2019 and held it in 7 quarters.
Certified Advisory Corp's Schwab US Large- Cap ETF position peaked at $100K in Q1 2021.
872 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.