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Dixon Hubard Feinour & Brown’s Schwab US Large- Cap ETF SCHX Stock Holding History

Dixon Hubard Feinour & Brown’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
Q2 		$270K Hold
18,138
– – 0.03% 248
2022
Q1 		$326K Hold
18,138
– – 0.03% 252
2021
Q4 		$344K Buy
+18,138
New +$335K 0.03% 246

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 $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $5.27B AUM 19.34% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Dixon Hubard Feinour & Brown's SCHX Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2022 at 18,138 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #248.

Dixon Hubard Feinour & Brown first reported a position in SCHX in Q4 2021 and has held it in 3 quarters since. The position peaked at $344K in Q4 2021. 968 funds tracked by Wall St. Rank hold SCHX as of Q2 2022.

  • Dixon Hubard Feinour & Brown held 18,138 shares of Schwab US Large- Cap ETF worth $270K as of Q2 2022.
  • Dixon Hubard Feinour & Brown left its Schwab US Large- Cap ETF share count unchanged in Q2 2022.
  • Schwab US Large- Cap ETF made up 0.03% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #248 holding.
  • Dixon Hubard Feinour & Brown first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 3 quarters since.
  • Dixon Hubard Feinour & Brown's Schwab US Large- Cap ETF position peaked at $344K in Q4 2021.
  • 968 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.