Eaton Vance Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Eaton Vance Management’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	$235K	Buy	16,656 +372	+2%	+$5.84K	﹤0.01%	1468
2022 Q2	$242K	Sell	16,284 -4,968	-23%	-$80.5K	﹤0.01%	1501
2022 Q1	$381K	Buy	21,252 +16,062	+309%	+$284K	﹤0.01%	1574
2021 Q4	$98K	Buy	5,190 +252	+5%	+$4.66K	﹤0.01%	1843
2021 Q3	$0	Sell	4,938 -3,450	-41%	-$61.5K	﹤0.01%	2588
2021 Q2	$145K	Buy	8,388 +4,902	+141%	+$82.7K	﹤0.01%	1741
2021 Q1	$56K	Buy	+3,486	New	+$54.6K	﹤0.01%	1767

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 $751B AUM 38.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFG

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Eaton Vance Management's SCHX Position: Q3 2022 in Review

Eaton Vance Management increased its Schwab US Large- Cap ETF (SCHX) stake by 2.3% in Q3 2022, buying an estimated $5.84K and bringing the position to 16,656 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

Eaton Vance Management first reported a position in SCHX in Q1 2021 and has held it in 7 quarters since. The position peaked at $381K in Q1 2022. 960 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

Eaton Vance Management held 16,656 shares of Schwab US Large- Cap ETF worth $235K as of Q3 2022.
Eaton Vance Management bought 372 Schwab US Large- Cap ETF shares in Q3 2022, an estimated $5.84K.
Schwab US Large- Cap ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1468 holding.
Eaton Vance Management first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 7 quarters since.
Eaton Vance Management's Schwab US Large- Cap ETF position peaked at $381K in Q1 2022.
960 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.