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CFS Investment Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

CFS Investment Advisory Services’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
Q3 		– Sell
-1,490,262
Closed -$25.8M – 212
2021
Q2 		$25.8M Buy
+1,490,262
New +$25.1M 23.55% 1

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Creative Planning
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
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

CFS Investment Advisory Services's SCHX Position: Q3 2021 in Review

CFS Investment Advisory Services sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2021, closing a stake of 1,490,262 shares — an estimated $25.8M sold.

CFS Investment Advisory Services first reported a position in SCHX in Q2 2021 and held it in 1 quarter. The position peaked at $25.8M in Q2 2021. 869 funds tracked by Wall St. Rank hold SCHX as of Q3 2021.

  • CFS Investment Advisory Services reported no remaining Schwab US Large- Cap ETF position as of Q3 2021 after selling out during the quarter.
  • CFS Investment Advisory Services sold 1,490,262 Schwab US Large- Cap ETF shares in Q3 2021, an estimated $25.8M.
  • CFS Investment Advisory Services first reported a position in Schwab US Large- Cap ETF in Q2 2021 and held it in 1 quarter.
  • CFS Investment Advisory Services's Schwab US Large- Cap ETF position peaked at $25.8M in Q2 2021.
  • 869 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2021.

Based on CFS Investment Advisory Services's 13F filing for Q3 2021, filed 19 Nov 2021.