Elm Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Elm Advisors’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	$236K	Hold	13,170	–	–	0.32%	40
2021 Q4	$250K	Hold	13,170	–	–	0.14%	81
2021 Q3	$228K	Hold	13,170	–	–	0.14%	81
2021 Q2	$228K	Hold	13,170	–	–	0.13%	81
2021 Q1	$211K	Hold	13,170	–	–	0.13%	83
2020 Q4	$200K	Buy	+13,170	New	+$188K	0.12%	81
2018 Q4	–	Sell	-13,170	Closed	-$153K	–	227
2018 Q3	$153K	Buy	+13,170	New	+$150K	0.1%	94

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

AWS

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

Elm Advisors's SCHX Position: Q1 2022 in Review

Elm Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2022 at 13,170 shares worth $236K. The position accounts for 0.32% of the portfolio, ranked #40.

Elm Advisors first reported a position in SCHX in Q3 2018 and has held it in 7 quarters since. The position peaked at $250K in Q4 2021. 984 funds tracked by Wall St. Rank hold SCHX as of Q1 2022.

Elm Advisors held 13,170 shares of Schwab US Large- Cap ETF worth $236K as of Q1 2022.
Elm Advisors left its Schwab US Large- Cap ETF share count unchanged in Q1 2022.
Schwab US Large- Cap ETF made up 0.32% of Elm Advisors's portfolio in Q1 2022, its #40 holding.
Elm Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2018 and has held it in 7 quarters since.
Elm Advisors's Schwab US Large- Cap ETF position peaked at $250K in Q4 2021.
984 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2022.

Based on Elm Advisors's 13F filing for Q1 2022, filed 1 Apr 2022.