First Capital Advisors Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

First Capital Advisors Group’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 Q2	$3.05K	Hold	174	–	–	﹤0.01%	743
2023 Q1	$2.81K	Hold	174	–	–	﹤0.01%	201
2022 Q4	$2.61K	Hold	174	–	–	﹤0.01%	212
2022 Q3	$2K	Buy	+174	New	+$2.73K	﹤0.01%	205
2018 Q4	$216K	Sell	21,738 -3,198	-13%	-$34.3K	0.16%	129
2018 Q3	$289K	Buy	24,936 +3,516	+16%	+$40K	0.18%	118
2018 Q2	$232K	Buy	21,420 +2,436	+13%	+$26.3K	0.15%	145
2018 Q1	$200K	Sell	18,984 -78	-0.4%	-$848	0.12%	165
2017 Q4	$203K	Buy	+19,062	New	+$197K	0.13%	167
2017 Q3	–	Sell	-23,496	Closed	-$226K	–	164
2017 Q2	$226K	Sell	23,496 -1,770	-7%	-$16.9K	0.15%	131
2017 Q1	$237K	Buy	+25,266	New	+$234K	0.18%	122

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

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

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

First Capital Advisors Group's SCHX Position: Q2 2023 in Review

First Capital Advisors Group held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2023 at 174 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

First Capital Advisors Group first reported a position in SCHX in Q1 2017 and has held it in 11 quarters since. The position peaked at $289K in Q3 2018. 1,071 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

First Capital Advisors Group held 174 shares of Schwab US Large- Cap ETF worth $3.05K as of Q2 2023.
First Capital Advisors Group left its Schwab US Large- Cap ETF share count unchanged in Q2 2023.
Schwab US Large- Cap ETF made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #743 holding.
First Capital Advisors Group first reported a position in Schwab US Large- Cap ETF in Q1 2017 and has held it in 11 quarters since.
First Capital Advisors Group's Schwab US Large- Cap ETF position peaked at $289K in Q3 2018.
1,071 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.