Disciplined Investments’s Schwab US Large- Cap ETF SCHX Stock Holding History

Disciplined Investments’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	–	Sell	-1,824	Closed	-$27K	–	1568
2022 Q2	$27K	Hold	1,824	–	–	0.01%	285
2022 Q1	$33K	Hold	1,824	–	–	0.01%	276
2021 Q4	$35K	Sell	1,824 -90	-5%	-$1.66K	0.02%	245
2021 Q3	$33K	Hold	1,914	–	–	0.02%	233
2021 Q2	$33K	Hold	1,914	–	–	0.02%	226
2021 Q1	$31K	Hold	1,914	–	–	0.02%	203
2020 Q4	$29K	Sell	1,914 -360	-16%	-$5.15K	0.02%	183
2020 Q3	$31K	Sell	2,274 -24	-1%	-$319	0.02%	188
2020 Q2	$28K	Hold	2,298	–	–	0.02%	198
2020 Q1	$23K	Hold	2,298	–	–	0.02%	207
2019 Q4	$29K	Buy	+2,298	New	+$28.2K	0.02%	207

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

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

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

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

HSA

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

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

Disciplined Investments's SCHX Position: Q3 2022 in Review

Disciplined Investments sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2022, closing a stake of 1,824 shares — an estimated $27K sold.

Disciplined Investments first reported a position in SCHX in Q4 2019 and held it in 11 quarters. The position peaked at $35K in Q4 2021. 959 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

Disciplined Investments reported no remaining Schwab US Large- Cap ETF position as of Q3 2022 after selling out during the quarter.
Disciplined Investments sold 1,824 Schwab US Large- Cap ETF shares in Q3 2022, an estimated $27K.
Disciplined Investments first reported a position in Schwab US Large- Cap ETF in Q4 2019 and held it in 11 quarters.
Disciplined Investments's Schwab US Large- Cap ETF position peaked at $35K in Q4 2021.
959 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on Disciplined Investments's 13F filing for Q3 2022, filed 3 Nov 2022.