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

Edge Wealth 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 Q1	–	Sell	-6	Closed	-$1K	–	387
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	486
2021 Q3	$1K	Buy	+6	New	+$107	﹤0.01%	504
2020 Q3	–	Sell	-1,200	Closed	-$15K	–	604
2020 Q2	$15K	Hold	1,200	–	–	﹤0.01%	411
2020 Q1	$12K	Hold	1,200	–	–	﹤0.01%	381
2019 Q4	$15K	Hold	1,200	–	–	﹤0.01%	375
2019 Q3	$14K	Sell	1,200 -600	-33%	-$7.07K	﹤0.01%	372
2019 Q2	$21K	Hold	1,800	–	–	﹤0.01%	333
2019 Q1	$20K	Hold	1,800	–	–	﹤0.01%	334
2018 Q4	$18K	Hold	1,800	–	–	0.01%	337
2018 Q3	$21K	Hold	1,800	–	–	0.01%	362
2018 Q2	$19K	Hold	1,800	–	–	﹤0.01%	358
2018 Q1	$19K	Hold	1,800	–	–	0.01%	317
2017 Q4	$19K	Hold	1,800	–	–	0.01%	319
2017 Q3	$18K	Hold	1,800	–	–	0.01%	314
2017 Q2	$17K	Hold	1,800	–	–	0.01%	326
2017 Q1	$17K	Hold	1,800	–	–	0.01%	308
2016 Q4	$16K	Sell	1,800 -1,500	-45%	-$13K	0.01%	296
2016 Q3	$28K	Hold	3,300	–	–	0.01%	235
2016 Q2	$27K	Sell	3,300 -1,500	-31%	-$12.3K	0.01%	227
2016 Q1	$39K	Hold	4,800	–	–	0.02%	191
2015 Q4	$39K	Hold	4,800	–	–	0.01%	207
2015 Q3	$36K	Hold	4,800	–	–	0.01%	203
2015 Q2	$40K	Sell	4,800 -600	-11%	-$5.04K	0.01%	202
2015 Q1	$45K	Sell	5,400 -6,180	-53%	-$50.9K	0.02%	199
2014 Q4	$95K	Hold	11,580	–	–	0.03%	147
2014 Q3	$91K	Buy	11,580 +1,230	+12%	+$9.69K	0.04%	135
2014 Q2	$81K	Sell	10,350 -8,718	-46%	-$66K	0.03%	146
2014 Q1	$142K	Sell	19,068 -1,200	-6%	-$8.79K	0.06%	111
2013 Q4	$148K	Hold	20,268	–	–	0.07%	101
2013 Q3	$136K	Buy	20,268 +9,258	+84%	+$61.7K	0.08%	86
2013 Q2	$70K	Buy	+11,010	New	+$70.5K	0.05%	106

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

HSA

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Edge Wealth Management's SCHX Position: Q1 2022 in Review

Edge Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2022, closing a stake of 6 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in SCHX in Q2 2013 and held it in 31 quarters. The position peaked at $148K in Q4 2013. 984 funds tracked by Wall St. Rank hold SCHX as of Q1 2022.

Edge Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 6 Schwab US Large- Cap ETF shares in Q1 2022, an estimated $1K.
Edge Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2013 and held it in 31 quarters.
Edge Wealth Management's Schwab US Large- Cap ETF position peaked at $148K in Q4 2013.
984 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.