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

Corrado 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
Q1 		– Sell
-1,362
Closed -$20.5K – 324
2022
Q4 		$20.5K Buy
+1,362
New +$20.6K 0.01% 192
2020
Q1 		– Sell
-42,606
Closed -$545K – 83
2019
Q4 		$545K Sell
42,606
-2,112
-5% -$25.9K 0.48% 37
2019
Q3 		$529K Sell
44,718
-5,712
-11% -$67.3K 0.48% 39
2019
Q2 		$590K Sell
50,430
-12,300
-20% -$141K 0.53% 38
2019
Q1 		$707K Sell
62,730
-660
-1% -$7.15K 0.65% 35
2018
Q4 		$631K Sell
63,390
-5,472
-8% -$58.7K 0.62% 37
2018
Q3 		$798K Sell
68,862
-5,052
-7% -$57.4K 0.52% 45
2018
Q2 		$800K Sell
73,914
-2,256
-3% -$24.3K 0.48% 48
2018
Q1 		$801K Sell
76,170
-57,096
-43% -$621K 0.48% 48
2017
Q4 		$1.42M Sell
133,266
-10,950
-8% -$113K 0.83% 36
2017
Q3 		$1.44M Sell
144,216
-6,618
-4% -$65K 0.81% 33
2017
Q2 		$1.45M Sell
150,834
-5,388
-3% -$51.4K 0.8% 37
2017
Q1 		$1.47M Buy
156,222
+1,398
+0.9% +$12.9K 0.84% 35
2016
Q4 		$1.37M Sell
154,824
-288,648
-65% -$2.51M 0.85% 29
2016
Q3 		$3.81M Sell
443,472
-165,372
-27% -$1.42M 2.43% 15
2016
Q2 		$5.05M Sell
608,844
-411,018
-40% -$3.38M 3.28% 11
2016
Q1 		$8.3M Sell
1,019,862
-29,580
-3% -$228K 5.31% 1
2015
Q4 		$8.49M Sell
1,049,442
-72,246
-6% -$589K 4.99% 3
2015
Q3 		$8.55M Sell
1,121,688
-68,598
-6% -$555K 4.84% 4
2015
Q2 		$9.78M Sell
1,190,286
-336,330
-22% -$2.82M 4.4% 4
2015
Q1 		$12.6M Sell
1,526,616
-541,614
-26% -$4.46M 5.45% 2
2014
Q4 		$16.9M Buy
+2,068,230
New +$16.5M 8.21% 2

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 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

Corrado Advisors's SCHX Position: Q1 2023 in Review

Corrado Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2023, closing a stake of 1,362 shares — an estimated $20.5K sold.

Corrado Advisors first reported a position in SCHX in Q4 2014 and held it in 22 quarters. The position peaked at $16.9M in Q4 2014. 1,039 funds tracked by Wall St. Rank hold SCHX as of Q1 2023.

  • Corrado Advisors reported no remaining Schwab US Large- Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Corrado Advisors sold 1,362 Schwab US Large- Cap ETF shares in Q1 2023, an estimated $20.5K.
  • Corrado Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2014 and held it in 22 quarters.
  • Corrado Advisors's Schwab US Large- Cap ETF position peaked at $16.9M in Q4 2014.
  • 1,039 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2023.

Based on Corrado Advisors's 13F filing for Q1 2023, filed 3 May 2023.