Gofen & Glossberg’s Schwab US Large- Cap ETF SCHX Stock Holding History

Gofen & Glossberg’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 Q4	$355K	Sell	23,562 -1,032	-4%	-$15.6K	0.01%	400
2022 Q3	$347K	Hold	24,594	–	–	0.01%	386
2022 Q2	$366K	Hold	24,594	–	–	0.01%	381
2022 Q1	$441K	Buy	24,594 +3,450	+16%	+$61.1K	0.01%	368
2021 Q4	$401K	Hold	21,144	–	–	0.01%	391
2021 Q3	$367K	Buy	21,144 +396	+2%	+$7.06K	0.01%	396
2021 Q2	$360K	Buy	20,748 +5,430	+35%	+$91.6K	0.01%	401
2021 Q1	$245K	Sell	15,318 -276	-2%	-$4.32K	0.01%	463
2020 Q4	$236K	Buy	+15,594	New	+$223K	0.01%	441
2020 Q1	–	Sell	-17,856	Closed	-$229K	–	463
2019 Q4	$229K	Sell	17,856 -1,560	-8%	-$19.1K	0.01%	420
2019 Q3	$230K	Buy	+19,416	New	+$229K	0.01%	407

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

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

HSA

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 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

Gofen & Glossberg's SCHX Position: Q4 2022 in Review

Gofen & Glossberg reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.2% in Q4 2022, selling an estimated $15.6K and leaving 23,562 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #400.

Gofen & Glossberg first reported a position in SCHX in Q3 2019 and has held it in 11 quarters since. The position peaked at $441K in Q1 2022. 1,035 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

Gofen & Glossberg held 23,562 shares of Schwab US Large- Cap ETF worth $355K as of Q4 2022.
Gofen & Glossberg sold 1,032 Schwab US Large- Cap ETF shares in Q4 2022, an estimated $15.6K.
Schwab US Large- Cap ETF made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #400 holding.
Gofen & Glossberg first reported a position in Schwab US Large- Cap ETF in Q3 2019 and has held it in 11 quarters since.
Gofen & Glossberg's Schwab US Large- Cap ETF position peaked at $441K in Q1 2022.
1,035 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.