Choice Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Choice Wealth 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 Q2	–	Sell	-69,090	Closed	-$1.23M	–	48
2022 Q1	$1.23M	Sell	69,090 -16,212	-19%	-$287K	0.97%	13
2021 Q4	$1.62M	Buy	85,302 +43,980	+106%	+$812K	1.19%	12
2021 Q3	$716K	Buy	41,322 +3,342	+9%	+$59.6K	0.58%	14
2021 Q2	$658K	Buy	+37,980	New	+$641K	0.47%	15

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Choice Wealth Advisors's SCHX Position: Q2 2022 in Review

Choice Wealth Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2022, closing a stake of 69,090 shares — an estimated $1.23M sold.

Choice Wealth Advisors first reported a position in SCHX in Q2 2021 and held it in 4 quarters. The position peaked at $1.62M in Q4 2021. 968 funds tracked by Wall St. Rank hold SCHX as of Q2 2022.

Choice Wealth Advisors reported no remaining Schwab US Large- Cap ETF position as of Q2 2022 after selling out during the quarter.
Choice Wealth Advisors sold 69,090 Schwab US Large- Cap ETF shares in Q2 2022, an estimated $1.23M.
Choice Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2021 and held it in 4 quarters.
Choice Wealth Advisors's Schwab US Large- Cap ETF position peaked at $1.62M in Q4 2021.
968 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2022.

Based on Choice Wealth Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.