First Ascent Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

First Ascent Asset 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
2023 Q1	–	Sell	-168,318	Closed	-$2.53M	–	71
2022 Q4	$2.53M	Buy	+168,318	New	+$2.55M	0.39%	33

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $1.81B AUM 22.3% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

First Ascent Asset Management's SCHX Position: Q1 2023 in Review

First Ascent Asset Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2023, closing a stake of 168,318 shares — an estimated $2.53M sold.

First Ascent Asset Management first reported a position in SCHX in Q4 2022 and held it in 1 quarter. The position peaked at $2.53M in Q4 2022. 1,039 funds tracked by Wall St. Rank hold SCHX as of Q1 2023.

First Ascent Asset Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2023 after selling out during the quarter.
First Ascent Asset Management sold 168,318 Schwab US Large- Cap ETF shares in Q1 2023, an estimated $2.53M.
First Ascent Asset Management first reported a position in Schwab US Large- Cap ETF in Q4 2022 and held it in 1 quarter.
First Ascent Asset Management's Schwab US Large- Cap ETF position peaked at $2.53M in Q4 2022.
1,039 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2023.

Based on First Ascent Asset Management's 13F filing for Q1 2023, filed 10 May 2023.