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

Freedman Financial Associates’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	-8,886	Closed	-$161K	–	345
2022 Q1	$161K	Hold	8,886	–	–	0.11%	89
2021 Q4	$169K	Hold	8,886	–	–	0.12%	85
2021 Q3	$154K	Hold	8,886	–	–	0.11%	85
2021 Q2	$154K	Hold	8,886	–	–	0.12%	79
2021 Q1	$142K	Hold	8,886	–	–	0.12%	77
2020 Q4	$135K	Buy	+8,886	New	+$127K	0.12%	73

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

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

Freedman Financial Associates's SCHX Position: Q2 2022 in Review

Freedman Financial Associates sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2022, closing a stake of 8,886 shares — an estimated $161K sold.

Freedman Financial Associates first reported a position in SCHX in Q4 2020 and held it in 6 quarters. The position peaked at $169K in Q4 2021. 968 funds tracked by Wall St. Rank hold SCHX as of Q2 2022.

Freedman Financial Associates reported no remaining Schwab US Large- Cap ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 8,886 Schwab US Large- Cap ETF shares in Q2 2022, an estimated $161K.
Freedman Financial Associates first reported a position in Schwab US Large- Cap ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's Schwab US Large- Cap ETF position peaked at $169K in Q4 2021.
968 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.