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CPWM LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

CPWM LLC’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
Q3 		$431K Buy
+30,522
New +$479K 0.04% 211
2022
Q2 		– Sell
-30,522
Closed -$548K – 402
2022
Q1 		$548K Buy
+30,522
New +$540K 0.04% 206

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 $751B AUM 38.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

CPWM LLC's SCHX Position: Q3 2022 in Review

CPWM LLC opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2022: 30,522 shares worth $431K. The stake represents 0.04% of the portfolio and ranks #211 among its holdings. This is a return to the name: CPWM LLC previously reported a position in SCHX as recently as Q1 2022.

CPWM LLC first reported a position in SCHX in Q1 2022 and has held it in 2 quarters since. The position peaked at $548K in Q1 2022. 960 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

  • CPWM LLC held 30,522 shares of Schwab US Large- Cap ETF worth $431K as of Q3 2022.
  • Schwab US Large- Cap ETF was a new CPWM LLC position in Q3 2022.
  • Schwab US Large- Cap ETF made up 0.04% of CPWM LLC's portfolio in Q3 2022, its #211 holding.
  • CPWM LLC first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 2 quarters since.
  • CPWM LLC's Schwab US Large- Cap ETF position peaked at $548K in Q1 2022.
  • 960 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on CPWM LLC's 13F filing for Q3 2022, filed 14 Nov 2022.