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

Focused 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
2023 Q1	–	Sell	-174	Closed	-$2.62K	–	1137
2022 Q4	$2.62K	Hold	174	–	–	﹤0.01%	754
2022 Q3	$2K	Hold	174	–	–	﹤0.01%	777
2022 Q2	$3K	Hold	174	–	–	﹤0.01%	705
2022 Q1	$3K	Hold	174	–	–	﹤0.01%	756
2021 Q4	$3K	Hold	174	–	–	﹤0.01%	766
2021 Q3	$3K	Sell	174 -150	-46%	-$2.67K	﹤0.01%	779
2021 Q2	$6K	Hold	324	–	–	﹤0.01%	691
2021 Q1	$5K	Hold	324	–	–	﹤0.01%	721
2020 Q4	$5K	Buy	324 +174	+116%	+$2.49K	﹤0.01%	659
2020 Q3	$2K	Buy	+150	New	+$1.99K	﹤0.01%	702

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 $374B AUM 17.66% 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

Focused Wealth Management's SCHX Position: Q1 2023 in Review

Focused Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2023, closing a stake of 174 shares — an estimated $2.62K sold.

Focused Wealth Management first reported a position in SCHX in Q3 2020 and held it in 10 quarters. The position peaked at $6K in Q2 2021. 1,039 funds tracked by Wall St. Rank hold SCHX as of Q1 2023.

Focused Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2023 after selling out during the quarter.
Focused Wealth Management sold 174 Schwab US Large- Cap ETF shares in Q1 2023, an estimated $2.62K.
Focused Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2020 and held it in 10 quarters.
Focused Wealth Management's Schwab US Large- Cap ETF position peaked at $6K in Q2 2021.
1,039 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2023.

Based on Focused Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.