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

FDx 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
2023
Q3 		– Sell
-97,512
Closed -$1.7M – 758
2023
Q2 		$1.7M Sell
97,512
-3,234
-3% -$53.4K 0.09% 210
2023
Q1 		$1.52M Hold
100,746
– – 0.07% 231
2022
Q4 		$1.52M Sell
100,746
-68,970
-41% -$1.04M 0.07% 231
2022
Q3 		$2.4M Sell
169,716
-25,620
-13% -$402K 0.11% 168
2022
Q2 		$2.91M Buy
195,336
+26,079
+15% +$423K 0.11% 167
2022
Q1 		$3.04M Buy
169,257
+7,161
+4% +$127K 0.1% 164
2021
Q4 		$3.08M Buy
162,096
+3,306
+2% +$61.1K 0.09% 174
2021
Q3 		$2.75M Sell
158,790
-8,394
-5% -$150K 0.09% 168
2021
Q2 		$2.9M Buy
167,184
+22,392
+15% +$378K 0.1% 157
2021
Q1 		$2.32M Sell
144,792
-50,178
-26% -$786K 0.09% 158
2020
Q4 		$2.96M Sell
194,970
-99,042
-34% -$1.42M 0.12% 137
2020
Q3 		$3.95M Sell
294,012
-69,894
-19% -$929K 0.19% 108
2020
Q2 		$4.49M Sell
363,906
-143,772
-28% -$1.68M 0.24% 96
2020
Q1 		$5.18M Buy
507,678
+33,636
+7% +$409K 0.34% 74
2019
Q4 		$6.07M Sell
474,042
-153,498
-24% -$1.88M 0.34% 74
2019
Q3 		$7.42M Buy
627,540
+10,986
+2% +$129K 0.51% 51
2019
Q2 		$7.21M Buy
616,554
+82,398
+15% +$946K 0.28% 81
2019
Q1 		$6.02M Sell
534,156
-30,888
-5% -$335K 0.24% 81
2018
Q4 		$5.62M Buy
565,044
+288,774
+105% +$3.1M 0.46% 40
2018
Q3 		$3.2M Buy
276,270
+15,132
+6% +$172K 0.12% 136
2018
Q2 		$2.83M Buy
261,138
+125,748
+93% +$1.36M 0.1% 162
2018
Q1 		$1.42M Sell
135,390
-15,600
-10% -$170K 0.04% 391
2017
Q4 		$1.6M Buy
150,990
+112,686
+294% +$1.17M 0.04% 393
2017
Q3 		$383K Buy
+38,304
New +$376K 0.01% 936
2016
Q3 		– Sell
-118,896
Closed -$986K – 941
2016
Q2 		$986K Buy
118,896
+51,582
+77% +$424K 0.04% 367
2016
Q1 		$548K Buy
+67,314
New +$520K 0.03% 554

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

FDx Advisors's SCHX Position: Q3 2023 in Review

FDx Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2023, closing a stake of 97,512 shares — an estimated $1.7M sold.

FDx Advisors first reported a position in SCHX in Q1 2016 and held it in 26 quarters. The position peaked at $7.42M in Q3 2019. 1,044 funds tracked by Wall St. Rank hold SCHX as of Q3 2023.

  • FDx Advisors reported no remaining Schwab US Large- Cap ETF position as of Q3 2023 after selling out during the quarter.
  • FDx Advisors sold 97,512 Schwab US Large- Cap ETF shares in Q3 2023, an estimated $1.7M.
  • FDx Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2016 and held it in 26 quarters.
  • FDx Advisors's Schwab US Large- Cap ETF position peaked at $7.42M in Q3 2019.
  • 1,044 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.