Girard Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Girard Partners’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 Q2	–	Sell	-12,417	Closed	-$200K	–	263
2023 Q1	$200K	Buy	+12,417	New	+$195K	0.02%	248
2022 Q2	–	Sell	-11,466	Closed	-$205K	–	229
2022 Q1	$205K	Hold	11,466	–	–	0.02%	222
2021 Q4	$217K	Buy	+11,466	New	+$212K	0.02%	219

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

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

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

MGIA

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Girard Partners's SCHX Position: Q2 2023 in Review

Girard Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2023, closing a stake of 12,417 shares — an estimated $200K sold.

Girard Partners first reported a position in SCHX in Q4 2021 and held it in 3 quarters. The position peaked at $217K in Q4 2021. 1,071 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

Girard Partners reported no remaining Schwab US Large- Cap ETF position as of Q2 2023 after selling out during the quarter.
Girard Partners sold 12,417 Schwab US Large- Cap ETF shares in Q2 2023, an estimated $200K.
Girard Partners first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 3 quarters.
Girard Partners's Schwab US Large- Cap ETF position peaked at $217K in Q4 2021.
1,071 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

Based on Girard Partners's 13F filing for Q2 2023, filed 15 Aug 2023.