FourThought Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

FourThought Financial’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 Q3	$37K	Hold	2,640	–	–	0.01%	696
2022 Q2	$39K	Hold	2,640	–	–	0.01%	679
2022 Q1	$47K	Hold	2,640	–	–	0.01%	682
2021 Q4	$50K	Hold	2,640	–	–	0.01%	670
2021 Q3	$45K	Sell	2,640 -42	-2%	-$749	0.01%	720
2021 Q2	$46K	Hold	2,682	–	–	0.01%	734
2021 Q1	$42K	Hold	2,682	–	–	0.01%	731
2020 Q4	$40K	Buy	+2,682	New	+$38.4K	0.01%	719

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 $424B AUM 22.94% 1-Year Est. Return

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

FourThought Financial's SCHX Position: Q3 2022 in Review

FourThought Financial held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2022 at 2,640 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #696.

FourThought Financial first reported a position in SCHX in Q4 2020 and has held it in 8 quarters since. The position peaked at $50K in Q4 2021. 959 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

FourThought Financial held 2,640 shares of Schwab US Large- Cap ETF worth $37K as of Q3 2022.
FourThought Financial left its Schwab US Large- Cap ETF share count unchanged in Q3 2022.
Schwab US Large- Cap ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #696 holding.
FourThought Financial first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Schwab US Large- Cap ETF position peaked at $50K in Q4 2021.
959 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.