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Fort Washington Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Fort Washington Investment Advisors’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
2022
Q4 		– Sell
-14,190
Closed -$200K – 407
2022
Q3 		$200K Hold
14,190
– – ﹤0.01% 397
2022
Q2 		$211K Sell
14,190
-10,170
-42% -$165K ﹤0.01% 405
2022
Q1 		$437K Buy
+24,360
New +$431K ﹤0.01% 412

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
UBS Group
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

Fort Washington Investment Advisors's SCHX Position: Q4 2022 in Review

Fort Washington Investment Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2022, closing a stake of 14,190 shares — an estimated $200K sold.

Fort Washington Investment Advisors first reported a position in SCHX in Q1 2022 and held it in 3 quarters. The position peaked at $437K in Q1 2022. 1,035 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

  • Fort Washington Investment Advisors reported no remaining Schwab US Large- Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 14,190 Schwab US Large- Cap ETF shares in Q4 2022, an estimated $200K.
  • Fort Washington Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2022 and held it in 3 quarters.
  • Fort Washington Investment Advisors's Schwab US Large- Cap ETF position peaked at $437K in Q1 2022.
  • 1,035 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

Based on Fort Washington Investment Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.