CM
SCHX icon

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

Columbus Macro’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 		– Sell
-470,457
Closed -$6.64M – 188
2022
Q3 		$6.64M Sell
470,457
-28,914
-6% -$454K 2.72% 2
2022
Q2 		$7.43M Buy
499,371
+131,871
+36% +$2.14M 2.83% 2
2022
Q1 		$6.6M Buy
367,500
+111,450
+44% +$1.97M 2.25% 6
2021
Q4 		$4.86M Buy
256,050
+42,942
+20% +$793K 1.63% 16
2021
Q3 		$3.69M Sell
213,108
-74,778
-26% -$1.33M 1.22% 23
2021
Q2 		$4.99M Buy
287,886
+110,472
+62% +$1.86M 1.55% 18
2021
Q1 		$2.84M Sell
177,414
-141,474
-44% -$2.22M 0.88% 33
2020
Q4 		$4.83M Sell
318,888
-175,698
-36% -$2.51M 1.48% 22
2020
Q3 		$6.65M Sell
494,586
-102,366
-17% -$1.36M 2.03% 12
2020
Q2 		$7.37M Sell
596,952
-380,592
-39% -$4.44M 2.01% 12
2020
Q1 		$9.98M Buy
977,544
+53,964
+6% +$655K 2.89% 7
2019
Q4 		$11.8M Sell
923,580
-162,204
-15% -$1.99M 2.61% 9
2019
Q3 		$12.8M Buy
1,085,784
+18,522
+2% +$218K 3.23% 5
2019
Q2 		$12.5M Buy
1,067,262
+378,738
+55% +$4.35M 2.68% 9
2019
Q1 		$7.76M Sell
688,524
-342
-0% -$3.71K 1.7% 18
2018
Q4 		$6.86M Buy
688,866
+225,540
+49% +$2.42M 1.57% 18
2018
Q3 		$5.37M Sell
463,326
-68,424
-13% -$778K 1.33% 25
2018
Q2 		$5.76M Buy
+531,750
New +$5.73M 1.5% 21

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Columbus Macro's SCHX Position: Q4 2022 in Review

Columbus Macro sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2022, closing a stake of 470,457 shares — an estimated $6.64M sold.

Columbus Macro first reported a position in SCHX in Q2 2018 and held it in 18 quarters. The position peaked at $12.8M in Q3 2019. 1,035 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

  • Columbus Macro reported no remaining Schwab US Large- Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Columbus Macro sold 470,457 Schwab US Large- Cap ETF shares in Q4 2022, an estimated $6.64M.
  • Columbus Macro first reported a position in Schwab US Large- Cap ETF in Q2 2018 and held it in 18 quarters.
  • Columbus Macro's Schwab US Large- Cap ETF position peaked at $12.8M in Q3 2019.
  • 1,035 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

Based on Columbus Macro's 13F filing for Q4 2022, filed 3 Feb 2023.