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Foster & Motley’s Schwab US Large- Cap ETF SCHX Stock Holding History

Foster & Motley’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
Q2 		– Sell
-11,910
Closed -$214K – 373
2022
Q1 		$214K Buy
+11,910
New +$211K 0.02% 347
2021
Q4 		– Sell
-14,688
Closed -$255K – 353
2021
Q3 		$255K Buy
14,688
+36
+0.2% +$642 0.02% 306
2021
Q2 		$254K Sell
14,652
-264
-2% -$4.45K 0.02% 294
2021
Q1 		$239K Buy
14,916
+30
+0.2% +$470 0.02% 284
2020
Q4 		$226K Sell
14,886
-4,326
-23% -$61.9K 0.02% 278
2020
Q3 		$258K Sell
19,212
-15,744
-45% -$209K 0.03% 242
2020
Q2 		$432K Buy
34,956
+13,416
+62% +$156K 0.05% 197
2020
Q1 		$220K Buy
21,540
+96
+0.4% +$1.17K 0.03% 235
2019
Q4 		$274K Sell
21,444
-1,122
-5% -$13.8K 0.03% 231
2019
Q3 		$267K Buy
+22,566
New +$266K 0.04% 221
2018
Q3 		– Sell
-19,044
Closed -$206K – 245
2018
Q2 		$206K Sell
19,044
-258
-1% -$2.78K 0.03% 233
2018
Q1 		$203K Buy
19,302
+324
+2% +$3.52K 0.03% 217
2017
Q4 		$202K Sell
18,978
-22,158
-54% -$230K 0.03% 216
2017
Q3 		$412K Sell
41,136
-1,572
-4% -$15.4K 0.07% 158
2017
Q2 		$411K Sell
42,708
-2,106
-5% -$20.1K 0.07% 151
2017
Q1 		$420K Buy
44,814
+462
+1% +$4.27K 0.08% 146
2016
Q4 		$394K Sell
44,352
-3,000
-6% -$26.1K 0.08% 144
2016
Q3 		$407K Buy
47,352
+4,314
+10% +$37K 0.08% 136
2016
Q2 		$357K Buy
43,038
+10,362
+32% +$85.2K 0.07% 138
2016
Q1 		$266K Buy
+32,676
New +$252K 0.05% 153

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Foster & Motley's SCHX Position: Q2 2022 in Review

Foster & Motley sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2022, closing a stake of 11,910 shares — an estimated $214K sold.

Foster & Motley first reported a position in SCHX in Q1 2016 and held it in 20 quarters. The position peaked at $432K in Q2 2020. 968 funds tracked by Wall St. Rank hold SCHX as of Q2 2022.

  • Foster & Motley reported no remaining Schwab US Large- Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Foster & Motley sold 11,910 Schwab US Large- Cap ETF shares in Q2 2022, an estimated $214K.
  • Foster & Motley first reported a position in Schwab US Large- Cap ETF in Q1 2016 and held it in 20 quarters.
  • Foster & Motley's Schwab US Large- Cap ETF position peaked at $432K in Q2 2020.
  • 968 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2022.

Based on Foster & Motley's 13F filing for Q2 2022, filed 9 Aug 2022.