Gemmer Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Gemmer Asset 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	–	Sell	-441	Closed	-$7K	–	944
2022 Q1	$7K	Sell	441 -3	-0.7%	-$53	﹤0.01%	844
2021 Q4	$8K	Hold	444	–	–	﹤0.01%	839
2021 Q3	$8K	Buy	444 +6	+1%	+$107	﹤0.01%	793
2021 Q2	$8K	Hold	438	–	–	﹤0.01%	905
2021 Q1	$7K	Sell	438 -276	-39%	-$4.32K	﹤0.01%	928
2020 Q4	$11K	Sell	714 -4,980	-87%	-$71.3K	﹤0.01%	662
2020 Q3	$77K	Sell	5,694 -7,164	-56%	-$95.2K	0.01%	148
2020 Q2	$159K	Buy	12,858 +7,218	+128%	+$84.1K	0.03%	101
2020 Q1	$58K	Buy	+5,640	New	+$68.5K	0.02%	164
2018 Q4	–	Sell	-618	Closed	-$7K	–	1423
2018 Q3	$7K	Buy	+618	New	+$7.03K	﹤0.01%	880

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 $1.81B AUM 22.3% 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

Gemmer Asset Management's SCHX Position: Q2 2022 in Review

Gemmer Asset Management sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2022, closing a stake of 441 shares — an estimated $7K sold.

Gemmer Asset Management first reported a position in SCHX in Q3 2018 and held it in 10 quarters. The position peaked at $159K in Q2 2020. 968 funds tracked by Wall St. Rank hold SCHX as of Q2 2022.

Gemmer Asset Management reported no remaining Schwab US Large- Cap ETF position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 441 Schwab US Large- Cap ETF shares in Q2 2022, an estimated $7K.
Gemmer Asset Management first reported a position in Schwab US Large- Cap ETF in Q3 2018 and held it in 10 quarters.
Gemmer Asset Management's Schwab US Large- Cap ETF position peaked at $159K in Q2 2020.
968 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.