Cetera Advisor Networks’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$9.67M	Buy	467,577 +13,368	+3%	+$263K	0.05%	389
2023 Q4	$8.54M	Buy	454,209 +11,592	+3%	+$204K	0.05%	394
2023 Q3	$7.47M	Buy	442,617 +17,190	+4%	+$302K	0.05%	384
2023 Q2	$7.43M	Sell	425,427 -11,115	-3%	-$184K	0.05%	359
2023 Q1	$7.04M	Sell	436,542 -13,197	-3%	-$208K	0.05%	365
2022 Q4	$6.77M	Sell	449,739 -7,740	-2%	-$117K	0.05%	357
2022 Q3	$6.46M	Buy	457,479 +29,319	+7%	+$460K	0.08%	262
2022 Q2	$6.37M	Sell	428,160 -44,766	-9%	-$725K	0.08%	255
2022 Q1	$8.49M	Buy	472,926 +12,156	+3%	+$215K	0.1%	213
2021 Q4	$8.74M	Buy	460,770 +66,342	+17%	+$1.23M	0.11%	201
2021 Q3	$6.84M	Buy	394,428 +45,228	+13%	+$807K	0.09%	232
2021 Q2	$6.05M	Buy	349,200 +150,744	+76%	+$2.54M	0.09%	244
2021 Q1	$3.18M	Buy	198,456 +31,530	+19%	+$494K	0.07%	266
2020 Q4	$2.53M	Buy	166,926 +30,114	+22%	+$431K	0.06%	289
2020 Q3	$1.84M	Sell	136,812 -2,424	-2%	-$32.2K	0.05%	322
2020 Q2	$1.72M	Sell	139,236 -7,482	-5%	-$87.2K	0.05%	332
2020 Q1	$1.5M	Buy	146,718 +10,008	+7%	+$122K	0.05%	314
2019 Q4	$1.75M	Buy	136,710 +20,562	+18%	+$252K	0.05%	323
2019 Q3	$1.37M	Buy	116,148 +5,124	+5%	+$60.4K	0.04%	371
2019 Q2	$1.3M	Buy	111,024 +4,098	+4%	+$47.1K	0.04%	370
2019 Q1	$1.21M	Hold	106,926	–	–	0.04%	373
2018 Q4	$1.06M	Sell	106,926 -3,648	-3%	-$39.2K	0.04%	355
2018 Q3	$1.28M	Buy	110,574 +3,648	+3%	+$41.5K	0.04%	331
2018 Q2	$1.16M	Sell	106,926 -2,250	-2%	-$24.3K	0.06%	275
2018 Q1	$1.15M	Sell	109,176 -21,450	-16%	-$233K	0.05%	298
2017 Q4	$1.39M	Sell	130,626 -204	-0.2%	-$2.11K	0.06%	278
2017 Q3	$1.31M	Buy	130,830 +102	+0.1%	+$1K	0.06%	266
2017 Q2	$1.26M	Buy	130,728 +96	+0.1%	+$916	0.06%	274
2017 Q1	$1.23M	Buy	130,632 +88,860	+213%	+$821K	0.06%	271
2016 Q4	$371K	Buy	41,772 +360	+0.9%	+$3.13K	0.02%	580
2016 Q3	$356K	Buy	41,412 +16,344	+65%	+$140K	0.01%	698
2016 Q2	$208K	Sell	25,068 -4,440	-15%	-$36.5K	0.01%	752
2016 Q1	$241K	Buy	+29,508	New	+$228K	0.02%	686

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 $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Advisor Networks's SCHX Position: Q1 2024 in Review

Cetera Advisor Networks increased its Schwab US Large- Cap ETF (SCHX) stake by 2.9% in Q1 2024, buying an estimated $263K and bringing the position to 467,577 shares worth $9.67M. The position accounts for 0.05% of the portfolio, ranked #389.

Cetera Advisor Networks first reported a position in SCHX in Q1 2016 and has held it in 33 quarters since. 1,191 funds tracked by Wall St. Rank hold SCHX as of Q1 2024.

Cetera Advisor Networks held 467,577 shares of Schwab US Large- Cap ETF worth $9.67M as of Q1 2024.
Cetera Advisor Networks bought 13,368 Schwab US Large- Cap ETF shares in Q1 2024, an estimated $263K.
Schwab US Large- Cap ETF made up 0.05% of Cetera Advisor Networks's portfolio in Q1 2024, its #389 holding.
Cetera Advisor Networks first reported a position in Schwab US Large- Cap ETF in Q1 2016 and has held it in 33 quarters since.
1,191 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.