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

Frontier 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
2022 Q2	$66.6M	Buy	4,473,621 +2,129,889	+91%	+$34.5M	4.83%	3
2022 Q1	$40.8M	Sell	2,343,732 -24,738	-1%	-$438K	0.51%	6
2021 Q4	$44.9M	Sell	2,368,470 -20,826	-0.9%	-$385K	2.96%	5
2021 Q3	$41.4M	Buy	2,389,296 +99,846	+4%	+$1.78M	2.86%	5
2021 Q2	$39.7M	Sell	2,289,450 -25,662	-1%	-$433K	2.78%	6
2021 Q1	$37.1M	Buy	2,315,112 +238,794	+12%	+$3.74M	2.84%	7
2020 Q4	$31.5M	Sell	2,076,318 -117,462	-5%	-$1.68M	2.58%	8
2020 Q3	$29.5M	Sell	2,193,780 -76,104	-3%	-$1.01M	2.7%	6
2020 Q2	$28M	Buy	2,269,884 +994,764	+78%	+$11.6M	2.57%	7
2020 Q1	$13M	Buy	1,275,120 +725,862	+132%	+$8.82M	2.12%	7
2019 Q4	$7.03M	Buy	549,258 +231,204	+73%	+$2.83M	1.13%	17
2019 Q3	$3.76M	Buy	318,054 +213,756	+205%	+$2.52M	0.56%	44
2019 Q2	$1.22M	Buy	104,298 +38,466	+58%	+$442K	0.18%	107
2019 Q1	$742K	Buy	65,832 +5,502	+9%	+$59.6K	0.1%	174
2018 Q4	$600K	Buy	60,330 +39,318	+187%	+$422K	0.09%	179
2018 Q3	$244K	Buy	+21,012	New	+$239K	0.02%	335
2016 Q3	–	Sell	-199,086	Closed	-$1.65M	–	376
2016 Q2	$1.65M	Buy	199,086 +14,976	+8%	+$123K	0.26%	95
2016 Q1	$1.5M	Buy	184,110 +3,132	+2%	+$24.2K	0.13%	100
2015 Q4	$1.47M	Sell	180,978 -7,686	-4%	-$62.7K	0.24%	103
2015 Q3	$1.44M	Sell	188,664 -732	-0.4%	-$5.92K	0.23%	104
2015 Q2	$1.56M	Sell	189,396 -1,140	-0.6%	-$9.57K	0.24%	96
2015 Q1	$1.57M	Sell	190,536 -3,156	-2%	-$26K	0.25%	76
2014 Q4	$1.58M	Buy	+193,692	New	+$1.55M	0.3%	55

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 $751B AUM 38.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFG

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Frontier Wealth Management's SCHX Position: Q2 2022 in Review

Frontier Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 91% in Q2 2022, buying an estimated $34.5M and bringing the position to 4,473,621 shares worth $66.6M. The position accounts for 4.83% of the portfolio, ranked #3.

Frontier Wealth Management first reported a position in SCHX in Q4 2014 and has held it in 23 quarters since. 969 funds tracked by Wall St. Rank hold SCHX as of Q2 2022.

Frontier Wealth Management held 4,473,621 shares of Schwab US Large- Cap ETF worth $66.6M as of Q2 2022.
Frontier Wealth Management bought 2,129,889 Schwab US Large- Cap ETF shares in Q2 2022, an estimated $34.5M.
Schwab US Large- Cap ETF made up 4.83% of Frontier Wealth Management's portfolio in Q2 2022, its #3 holding.
Frontier Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2014 and has held it in 23 quarters since.
969 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.