Enterprise Financial Services Corp (EFSC)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Enterprise Financial Services Corp (EFSC)’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 Q3	–	Sell	-4,110	Closed	-$71K	–	1059
2021 Q2	$71K	Hold	4,110	–	–	0.01%	326
2021 Q1	$66K	Hold	4,110	–	–	0.01%	353
2020 Q4	$62K	Hold	4,110	–	–	0.01%	343
2020 Q3	$55K	Hold	4,110	–	–	0.01%	367
2020 Q2	$51K	Hold	4,110	–	–	0.01%	373
2020 Q1	$42K	Hold	4,110	–	–	0.01%	380
2019 Q4	$53K	Hold	4,110	–	–	0.01%	401
2019 Q3	$49K	Hold	4,110	–	–	0.01%	395
2019 Q2	$48K	Hold	4,110	–	–	0.01%	419
2019 Q1	$46K	Buy	+4,110	New	+$44.5K	0.01%	421

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFG

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

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

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

AWS

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

Enterprise Financial Services Corp (EFSC)'s SCHX Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2021, closing a stake of 4,110 shares — an estimated $71K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in SCHX in Q1 2019 and held it in 10 quarters. The position peaked at $71K in Q2 2021. 869 funds tracked by Wall St. Rank hold SCHX as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining Schwab US Large- Cap ETF position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 4,110 Schwab US Large- Cap ETF shares in Q3 2021, an estimated $71K.
Enterprise Financial Services Corp (EFSC) first reported a position in Schwab US Large- Cap ETF in Q1 2019 and held it in 10 quarters.
Enterprise Financial Services Corp (EFSC)'s Schwab US Large- Cap ETF position peaked at $71K in Q2 2021.
869 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.