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Cornerstone Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cornerstone Advisory’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
Q1 		– Sell
-1,674
Closed -$32K – 671
2021
Q4 		$32K Buy
+1,674
New +$30.9K ﹤0.01% 476

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Cornerstone Advisory's SCHX Position: Q1 2022 in Review

Cornerstone Advisory sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2022, closing a stake of 1,674 shares — an estimated $32K sold.

Cornerstone Advisory first reported a position in SCHX in Q4 2021 and held it in 1 quarter. The position peaked at $32K in Q4 2021. 984 funds tracked by Wall St. Rank hold SCHX as of Q1 2022.

  • Cornerstone Advisory reported no remaining Schwab US Large- Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 1,674 Schwab US Large- Cap ETF shares in Q1 2022, an estimated $32K.
  • Cornerstone Advisory first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's Schwab US Large- Cap ETF position peaked at $32K in Q4 2021.
  • 984 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.