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

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

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

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

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

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