CFO4Life’s Schwab US Large- Cap ETF SCHX Stock Holding History

CFO4Life’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	$280K	Buy	+18,615	New	+$282K	0.06%	136

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

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

HSA

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SFG

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

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

MGIA

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

CFO4Life's SCHX Position: Q4 2022 in Review

CFO4Life opened a new position in Schwab US Large- Cap ETF (SCHX) in Q4 2022: 18,615 shares worth $280K. The stake represents 0.06% of the portfolio and ranks #136 among its holdings.

1,036 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

CFO4Life held 18,615 shares of Schwab US Large- Cap ETF worth $280K as of Q4 2022.
Schwab US Large- Cap ETF was a new CFO4Life position in Q4 2022.
Schwab US Large- Cap ETF made up 0.06% of CFO4Life's portfolio in Q4 2022, its #136 holding.
1,036 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.