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

Gilman Hill 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
2023 Q4	–	Sell	-28,020	Closed	-$473K	–	222
2023 Q3	$473K	Sell	28,020 -1,974	-7%	-$34.6K	0.09%	137
2023 Q2	$524K	Sell	29,994 -10,719	-26%	-$177K	0.1%	138
2023 Q1	$656K	Sell	40,713 -1,734	-4%	-$27.3K	0.13%	122
2022 Q4	$639K	Buy	42,447 +189	+0.4%	+$2.86K	0.13%	126
2022 Q3	$597K	Sell	42,258 -7,071	-14%	-$111K	0.14%	130
2022 Q2	$734K	Buy	49,329 +36,462	+283%	+$591K	0.16%	120
2022 Q1	$231K	Sell	12,867 -2,415	-16%	-$42.8K	0.05%	188
2021 Q4	$290K	Buy	+15,282	New	+$282K	0.06%	183

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

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

SFG

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gilman Hill Asset Management's SCHX Position: Q4 2023 in Review

Gilman Hill Asset Management sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2023, closing a stake of 28,020 shares — an estimated $473K sold.

Gilman Hill Asset Management first reported a position in SCHX in Q4 2021 and held it in 8 quarters. The position peaked at $734K in Q2 2022. 1,167 funds tracked by Wall St. Rank hold SCHX as of Q4 2023.

Gilman Hill Asset Management reported no remaining Schwab US Large- Cap ETF position as of Q4 2023 after selling out during the quarter.
Gilman Hill Asset Management sold 28,020 Schwab US Large- Cap ETF shares in Q4 2023, an estimated $473K.
Gilman Hill Asset Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 8 quarters.
Gilman Hill Asset Management's Schwab US Large- Cap ETF position peaked at $734K in Q2 2022.
1,167 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2023.

Based on Gilman Hill Asset Management's 13F filing for Q4 2023, filed 10 Jan 2024.