Filbrandt Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Filbrandt Wealth 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 Q3	$48.9M	Buy	2,819,148 +7,884	+0.3%	+$141K	28.06%	1
2021 Q2	$48.7M	Buy	2,811,264 +27,630	+1%	+$466K	27.61%	1
2021 Q1	$44.6M	Buy	2,783,634 +76,296	+3%	+$1.2M	26.91%	1
2020 Q4	$41M	Buy	2,707,338 +159,642	+6%	+$2.28M	26.22%	1
2020 Q3	$34.2M	Buy	2,547,696 +353,670	+16%	+$4.7M	26.8%	1
2020 Q2	$27.1M	Sell	2,194,026 -16,680	-0.8%	-$194K	21.58%	1
2020 Q1	$22.6M	Buy	2,210,706 +336,306	+18%	+$4.08M	24.85%	1
2019 Q4	$24M	Buy	+1,874,400	New	+$23M	21.22%	1

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 $1.54B AUM 16.9% 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

Filbrandt Wealth Management's SCHX Position: Q3 2021 in Review

Filbrandt Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.28% in Q3 2021, buying an estimated $141K and bringing the position to 2,819,148 shares worth $48.9M. The position accounts for 28.06% of the portfolio, ranked #1.

Filbrandt Wealth Management first reported a position in SCHX in Q4 2019 and has held it in 8 quarters since. 869 funds tracked by Wall St. Rank hold SCHX as of Q3 2021.

Filbrandt Wealth Management held 2,819,148 shares of Schwab US Large- Cap ETF worth $48.9M as of Q3 2021.
Filbrandt Wealth Management bought 7,884 Schwab US Large- Cap ETF shares in Q3 2021, an estimated $141K.
Schwab US Large- Cap ETF made up 28.06% of Filbrandt Wealth Management's portfolio in Q3 2021, its #1 holding.
Filbrandt Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 8 quarters since.
869 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.