Gateway Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

Gateway Advisory’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	–	Sell	-16,269	Closed	-$242K	–	92
2022 Q2	$242K	Buy	16,269 +99	+0.6%	+$1.6K	0.1%	53
2022 Q1	$290K	Hold	16,170	–	–	0.08%	71
2021 Q4	$307K	Buy	16,170 +1,020	+7%	+$18.8K	0.07%	80
2021 Q3	$263K	Hold	15,150	–	–	0.05%	95
2021 Q2	$263K	Hold	15,150	–	–	0.06%	91
2021 Q1	$242K	Hold	15,150	–	–	0.06%	65
2020 Q4	$230K	Hold	15,150	–	–	0.05%	64
2020 Q3	$204K	Buy	+15,150	New	+$201K	0.05%	60
2020 Q2	–	Sell	-21,234	Closed	-$217K	–	67
2020 Q1	$217K	Hold	21,234	–	–	0.07%	48
2019 Q4	$272K	Hold	21,234	–	–	0.07%	53
2019 Q3	$251K	Buy	+21,234	New	+$250K	0.09%	48

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

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 $1.54B AUM 16.9% 1-Year Est. Return

Gateway Advisory's SCHX Position: Q3 2022 in Review

Gateway Advisory sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2022, closing a stake of 16,269 shares — an estimated $242K sold.

Gateway Advisory first reported a position in SCHX in Q3 2019 and held it in 11 quarters. The position peaked at $307K in Q4 2021. 959 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

Gateway Advisory reported no remaining Schwab US Large- Cap ETF position as of Q3 2022 after selling out during the quarter.
Gateway Advisory sold 16,269 Schwab US Large- Cap ETF shares in Q3 2022, an estimated $242K.
Gateway Advisory first reported a position in Schwab US Large- Cap ETF in Q3 2019 and held it in 11 quarters.
Gateway Advisory's Schwab US Large- Cap ETF position peaked at $307K in Q4 2021.
959 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on Gateway Advisory's 13F filing for Q3 2022, filed 14 Nov 2022.