Epstein & White Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Epstein & White Financial’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 Q2	$349K	Buy	+20,148	New	+$340K	0.09%	56

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

SFG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Epstein & White Financial's SCHX Position: Q2 2021 in Review

Epstein & White Financial opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2021: 20,148 shares worth $349K. The stake represents 0.09% of the portfolio and ranks #56 among its holdings.

872 funds tracked by Wall St. Rank hold SCHX as of Q2 2021.

Epstein & White Financial held 20,148 shares of Schwab US Large- Cap ETF worth $349K as of Q2 2021.
Schwab US Large- Cap ETF was a new Epstein & White Financial position in Q2 2021.
Schwab US Large- Cap ETF made up 0.09% of Epstein & White Financial's portfolio in Q2 2021, its #56 holding.
872 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.