DeGreen Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

DeGreen Capital Management’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
2021 Q3	$4.58M	Sell	264,054 -68,766	-21%	-$1.23M	1.52%	16
2021 Q2	$5.77M	Buy	332,820 +5,826	+2%	+$98.3K	1.94%	15
2021 Q1	$3.33M	Sell	326,994 -11,376	-3%	-$178K	1.95%	18
2020 Q4	$7.5M	Sell	338,370 -18,852	-5%	-$270K	2.93%	11
2020 Q3	$4.8M	Sell	357,222 -18,222	-5%	-$242K	2.12%	18
2020 Q2	$4.64M	Sell	375,444 -4,812	-1%	-$56.1K	2.22%	19
2020 Q1	$3.88M	Sell	380,256 -1,251,564	-77%	-$15.2M	2.15%	16
2019 Q4	$20.9M	Sell	1,631,820 -15,354	-0.9%	-$188K	10.29%	4
2019 Q3	$19.5M	Buy	1,647,174 +356,214	+28%	+$4.2M	10.17%	3
2019 Q2	$15.1M	Sell	1,290,960 -16,440	-1%	-$189K	7.62%	5
2019 Q1	$14.7M	Buy	1,307,400 +344,178	+36%	+$3.73M	7.6%	5
2018 Q4	$95.8M	Buy	+963,222	New	+$10.3M	5.25%	8

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 $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

DeGreen Capital Management's SCHX Position: Q3 2021 in Review

DeGreen Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 21% in Q3 2021, selling an estimated $1.23M and leaving 264,054 shares worth $4.58M. The position accounts for 1.52% of the portfolio, ranked #16.

DeGreen Capital Management first reported a position in SCHX in Q4 2018 and has held it in 12 quarters since. The position peaked at $95.8M in Q4 2018. 869 funds tracked by Wall St. Rank hold SCHX as of Q3 2021.

DeGreen Capital Management held 264,054 shares of Schwab US Large- Cap ETF worth $4.58M as of Q3 2021.
DeGreen Capital Management sold 68,766 Schwab US Large- Cap ETF shares in Q3 2021, an estimated $1.23M.
Schwab US Large- Cap ETF made up 1.52% of DeGreen Capital Management's portfolio in Q3 2021, its #16 holding.
DeGreen Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 12 quarters since.
DeGreen Capital Management's Schwab US Large- Cap ETF position peaked at $95.8M in Q4 2018.
869 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2021.

Based on DeGreen Capital Management's 13F filing for Q3 2021, filed 5 Oct 2021.