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Donor Advised Charitable Giving’s Schwab US Large- Cap ETF SCHX Stock Holding History

Donor Advised Charitable Giving’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
Q2 		– Sell
-44,460
Closed -$717K – 40
2023
Q1 		$717K Sell
44,460
-11,166
-20% -$176K 0.07% 22
2022
Q4 		$837K Sell
55,626
-108
-0.2% -$1.64K 0.14% 16
2022
Q3 		$787K Buy
55,734
+15,717
+39% +$247K 0.17% 15
2022
Q2 		$596K Buy
40,017
+2,934
+8% +$47.5K 0.1% 22
2022
Q1 		$666K Buy
37,083
+24,387
+192% +$432K 0.07% 25
2021
Q4 		$241K Sell
12,696
-1,170
-8% -$21.6K 0.02% 42
2021
Q3 		$240K Buy
13,866
+36
+0.3% +$642 0.04% 43
2021
Q2 		$240K Buy
13,830
+36
+0.3% +$607 0.03% 111
2021
Q1 		$221K Buy
+13,794
New +$216K 0.02% 113
2020
Q3 		– Sell
-20,526
Closed -$254K – 73
2020
Q2 		$254K Buy
20,526
+66
+0.3% +$769 0.1% 47
2020
Q1 		$209K Buy
20,460
+3,216
+19% +$39.1K 0.11% 50
2019
Q4 		$221K Buy
17,244
+186
+1% +$2.28K 0.12% 54
2019
Q3 		$202K Buy
+17,058
New +$201K 0.16% 54

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $1.54B AUM 16.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Donor Advised Charitable Giving's SCHX Position: Q2 2023 in Review

Donor Advised Charitable Giving sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2023, closing a stake of 44,460 shares — an estimated $717K sold.

Donor Advised Charitable Giving first reported a position in SCHX in Q3 2019 and held it in 13 quarters. The position peaked at $837K in Q4 2022. 1,071 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

  • Donor Advised Charitable Giving reported no remaining Schwab US Large- Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 44,460 Schwab US Large- Cap ETF shares in Q2 2023, an estimated $717K.
  • Donor Advised Charitable Giving first reported a position in Schwab US Large- Cap ETF in Q3 2019 and held it in 13 quarters.
  • Donor Advised Charitable Giving's Schwab US Large- Cap ETF position peaked at $837K in Q4 2022.
  • 1,071 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

Based on Donor Advised Charitable Giving's 13F filing for Q2 2023, filed 14 Jul 2023.