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Emery Howard Portfolio Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Emery Howard Portfolio 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
2021
Q4 		$373K Sell
19,656
-19,968
-50% -$369K 0.05% 39
2021
Q3 		$687K Buy
39,624
+126
+0.3% +$2.25K 0.1% 28
2021
Q2 		$684K Buy
39,498
+120
+0.3% +$2.02K 0.1% 27
2021
Q1 		$630K Sell
39,378
-522
-1% -$8.18K 0.1% 24
2020
Q4 		$605K Buy
39,900
+156
+0.4% +$2.23K 0.1% 22
2020
Q3 		$534K Sell
39,744
-1,506
-4% -$20K 0.11% 25
2020
Q2 		$509K Buy
41,250
+2,202
+6% +$25.7K 0.11% 24
2020
Q1 		$399K Sell
39,048
-390
-1% -$4.74K 0.1% 28
2019
Q4 		$505K Buy
39,438
+420
+1% +$5.15K 0.09% 28
2019
Q3 		$461K Buy
39,018
+174
+0.4% +$2.05K 0.09% 29
2019
Q2 		$454K Buy
38,844
+654
+2% +$7.51K 0.09% 30
2019
Q1 		$430K Buy
38,190
+2,172
+6% +$23.5K 0.09% 30
2018
Q4 		$358K Buy
36,018
+2,376
+7% +$25.5K 0.08% 29
2018
Q3 		$390K Sell
33,642
-870
-3% -$9.89K 0.08% 30
2018
Q2 		$374K Hold
34,512
– – 0.08% 29
2018
Q1 		$363K Buy
34,512
+324
+0.9% +$3.52K 0.08% 30
2017
Q4 		$363K Sell
34,188
-1,812
-5% -$18.8K 0.08% 30
2017
Q3 		$360K Buy
36,000
+1,194
+3% +$11.7K 0.08% 30
2017
Q2 		$335K Sell
34,806
-114
-0.3% -$1.09K 0.07% 29
2017
Q1 		$327K Buy
34,920
+150
+0.4% +$1.39K 0.07% 30
2016
Q4 		$309K Buy
34,770
+228
+0.7% +$1.98K 0.07% 31
2016
Q3 		$297K Buy
34,542
+1,854
+6% +$15.9K 0.07% 30
2016
Q2 		$271K Buy
+32,688
New +$269K 0.07% 30

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

Emery Howard Portfolio Management's SCHX Position: Q4 2021 in Review

Emery Howard Portfolio Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 50% in Q4 2021, selling an estimated $369K and leaving 19,656 shares worth $373K. The position accounts for 0.05% of the portfolio, ranked #39.

Emery Howard Portfolio Management first reported a position in SCHX in Q2 2016 and has held it in 23 quarters since. The position peaked at $687K in Q3 2021. 992 funds tracked by Wall St. Rank hold SCHX as of Q4 2021.

  • Emery Howard Portfolio Management held 19,656 shares of Schwab US Large- Cap ETF worth $373K as of Q4 2021.
  • Emery Howard Portfolio Management sold 19,968 Schwab US Large- Cap ETF shares in Q4 2021, an estimated $369K.
  • Schwab US Large- Cap ETF made up 0.05% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #39 holding.
  • Emery Howard Portfolio Management first reported a position in Schwab US Large- Cap ETF in Q2 2016 and has held it in 23 quarters since.
  • Emery Howard Portfolio Management's Schwab US Large- Cap ETF position peaked at $687K in Q3 2021.
  • 992 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2021.

Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.