First Business Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

First Business Financial Services’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 Q4	–	Sell	-12,894	Closed	-$217K	–	168
2023 Q3	$217K	Hold	12,894	–	–	0.03%	157
2023 Q2	$225K	Hold	12,894	–	–	0.03%	153
2023 Q1	$208K	Buy	+12,894	New	+$203K	0.03%	161
2022 Q2	–	Sell	-15,588	Closed	-$280K	–	182
2022 Q1	$280K	Hold	15,588	–	–	0.03%	141
2021 Q4	$296K	Hold	15,588	–	–	0.03%	136
2021 Q3	$270K	Hold	15,588	–	–	0.03%	139
2021 Q2	$270K	Buy	+15,588	New	+$263K	0.03%	139

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

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

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 $1.81B AUM 22.3% 1-Year Est. Return

MGIA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

First Business Financial Services's SCHX Position: Q4 2023 in Review

First Business Financial Services sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2023, closing a stake of 12,894 shares — an estimated $217K sold.

First Business Financial Services first reported a position in SCHX in Q2 2021 and held it in 7 quarters. The position peaked at $296K in Q4 2021. 1,167 funds tracked by Wall St. Rank hold SCHX as of Q4 2023.

First Business Financial Services reported no remaining Schwab US Large- Cap ETF position as of Q4 2023 after selling out during the quarter.
First Business Financial Services sold 12,894 Schwab US Large- Cap ETF shares in Q4 2023, an estimated $217K.
First Business Financial Services first reported a position in Schwab US Large- Cap ETF in Q2 2021 and held it in 7 quarters.
First Business Financial Services's Schwab US Large- Cap ETF position peaked at $296K in Q4 2021.
1,167 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2023.

Based on First Business Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.