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Domani Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Domani Wealth’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 		$14.8M Sell
918,462
-3,705
-0.4% -$58.3K 3.44% 9
2022
Q4 		$13.9M Buy
922,167
+3
+0% +$45 3.47% 8
2022
Q3 		$13M Sell
922,164
-261
-0% -$4.09K 3.82% 7
2022
Q2 		$13.7M Sell
922,425
-5,811
-0.6% -$94.2K 3.75% 7
2022
Q1 		$16.7M Sell
928,236
-2,424
-0.3% -$42.9K 3.61% 7
2021
Q4 		$17.7M Sell
930,660
-3,048
-0.3% -$56.3K 3.46% 9
2021
Q3 		$16.2M Sell
933,708
-10,218
-1% -$182K 3.39% 9
2021
Q2 		$16.4M Sell
943,926
-3,564
-0.4% -$60.1K 3.3% 9
2021
Q1 		$15.2M Buy
947,490
+294
+0% +$4.61K 2.92% 10
2020
Q4 		$14.4M Buy
947,196
+2,208
+0.2% +$31.6K 2.92% 10
2020
Q3 		$12.7M Buy
944,988
+10,302
+1% +$137K 2.79% 11
2020
Q2 		$11.5M Buy
934,686
+1,860
+0.2% +$21.7K 2.7% 11
2020
Q1 		$9.52M Buy
932,826
+106,482
+13% +$1.29M 2.55% 10
2019
Q4 		$10.6M Sell
826,344
-96
-0% -$1.18K 3.5% 7
2019
Q3 		$9.77M Buy
826,440
+258
+0% +$3.04K 3.54% 6
2019
Q2 		$9.66M Sell
826,182
-1,038
-0.1% -$11.9K 3.6% 6
2019
Q1 		$9.32M Buy
827,220
+7,590
+0.9% +$82.2K 3.75% 6
2018
Q4 		$8.15M Buy
+819,630
New +$8.8M 3.8% 7

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

Domani Wealth's SCHX Position: Q1 2023 in Review

Domani Wealth reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.4% in Q1 2023, selling an estimated $58.3K and leaving 918,462 shares worth $14.8M. The position accounts for 3.44% of the portfolio, ranked #9.

Domani Wealth first reported a position in SCHX in Q4 2018 and has held it in 18 quarters since. The position peaked at $17.7M in Q4 2021. 1,039 funds tracked by Wall St. Rank hold SCHX as of Q1 2023.

  • Domani Wealth held 918,462 shares of Schwab US Large- Cap ETF worth $14.8M as of Q1 2023.
  • Domani Wealth sold 3,705 Schwab US Large- Cap ETF shares in Q1 2023, an estimated $58.3K.
  • Schwab US Large- Cap ETF made up 3.44% of Domani Wealth's portfolio in Q1 2023, its #9 holding.
  • Domani Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 18 quarters since.
  • Domani Wealth's Schwab US Large- Cap ETF position peaked at $17.7M in Q4 2021.
  • 1,039 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.