Dorsey & Whitney Trust’s Schwab US Large- Cap ETF SCHX Stock Holding History

Dorsey & Whitney Trust’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 Q4	–	Sell	-144,837	Closed	-$2.04M	–	587
2022 Q3	$2.04M	Buy	+144,837	New	+$2.27M	0.21%	113

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

SFG

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

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

Dorsey & Whitney Trust's SCHX Position: Q4 2022 in Review

Dorsey & Whitney Trust sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2022, closing a stake of 144,837 shares — an estimated $2.04M sold.

Dorsey & Whitney Trust first reported a position in SCHX in Q3 2022 and held it in 1 quarter. The position peaked at $2.04M in Q3 2022. 1,035 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

Dorsey & Whitney Trust reported no remaining Schwab US Large- Cap ETF position as of Q4 2022 after selling out during the quarter.
Dorsey & Whitney Trust sold 144,837 Schwab US Large- Cap ETF shares in Q4 2022, an estimated $2.04M.
Dorsey & Whitney Trust first reported a position in Schwab US Large- Cap ETF in Q3 2022 and held it in 1 quarter.
Dorsey & Whitney Trust's Schwab US Large- Cap ETF position peaked at $2.04M in Q3 2022.
1,035 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

Based on Dorsey & Whitney Trust's 13F filing for Q4 2022, filed 9 Feb 2023.