Column Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Column Capital 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
2023 Q3	$1.39M	Buy	82,194 +3	+0%	+$53	0.2%	51
2023 Q2	$1.43M	Buy	82,191 +6	+0%	+$99	0.2%	46
2023 Q1	$1.33M	Sell	82,185 -6,393	-7%	-$101K	0.2%	47
2022 Q4	$1.33M	Buy	88,578 +24,351	+38%	+$369K	0.22%	46
2022 Q3	$907K	Buy	64,227 +3	+0%	+$47	0.19%	50
2022 Q2	$956K	Buy	64,224 +3	+0%	+$49	0.18%	50
2022 Q1	$1.15M	Sell	64,221 -4,905	-7%	-$86.8K	0.21%	46
2021 Q4	$1.31M	Buy	69,126 +6	+0%	+$111	0.25%	46
2021 Q3	$1.2M	Buy	69,120 +6	+0%	+$107	0.25%	48
2021 Q2	$1.2M	Hold	69,114	–	–	0.25%	47
2021 Q1	$1.11M	Hold	69,114	–	–	0.25%	49
2020 Q4	$1.05M	Buy	69,114 +72	+0.1%	+$1.03K	0.26%	45
2020 Q3	$928K	Buy	69,042 +6	+0%	+$80	0.28%	38
2020 Q2	$852K	Hold	69,036	–	–	0.29%	38
2020 Q1	$705K	Sell	69,036 -50,532	-42%	-$614K	0.29%	35
2019 Q4	$1.53M	Buy	+119,568	New	+$1.47M	0.78%	17

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

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

MGIA

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

Column Capital Advisors's SCHX Position: Q3 2023 in Review

Column Capital Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0% in Q3 2023, buying an estimated $53 and bringing the position to 82,194 shares worth $1.39M. The position accounts for 0.2% of the portfolio, ranked #51.

Column Capital Advisors first reported a position in SCHX in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.53M in Q4 2019. 1,044 funds tracked by Wall St. Rank hold SCHX as of Q3 2023.

Column Capital Advisors held 82,194 shares of Schwab US Large- Cap ETF worth $1.39M as of Q3 2023.
Column Capital Advisors bought 3 Schwab US Large- Cap ETF shares in Q3 2023, an estimated $53.
Schwab US Large- Cap ETF made up 0.2% of Column Capital Advisors's portfolio in Q3 2023, its #51 holding.
Column Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Schwab US Large- Cap ETF position peaked at $1.53M in Q4 2019.
1,044 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.