HC Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

HC Financial Advisors’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	$113K	Sell	7,587 -1,125	-13%	-$18.2K	0.08%	94
2022 Q1	$156K	Sell	8,712 -420	-5%	-$7.43K	0.09%	85
2021 Q4	$173K	Buy	9,132 +4,896	+116%	+$90.4K	0.1%	87
2021 Q3	$73K	Sell	4,236 -540	-11%	-$9.63K	0.04%	113
2021 Q2	$83K	Sell	4,776 -192	-4%	-$3.24K	0.05%	106
2021 Q1	$80K	Hold	4,968	–	–	0.05%	108
2020 Q4	$75K	Hold	4,968	–	–	0.05%	109
2020 Q3	$67K	Hold	4,968	–	–	0.05%	103
2020 Q2	$61K	Hold	4,968	–	–	0.05%	97
2020 Q1	$51K	Buy	+4,968	New	+$60.3K	0.05%	106

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

HC Financial Advisors's SCHX Position: Q2 2022 in Review

HC Financial Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 13% in Q2 2022, selling an estimated $18.2K and leaving 7,587 shares worth $113K. The position accounts for 0.08% of the portfolio, ranked #94.

HC Financial Advisors first reported a position in SCHX in Q1 2020 and has held it in 10 quarters since. The position peaked at $173K in Q4 2021. 968 funds tracked by Wall St. Rank hold SCHX as of Q2 2022.

HC Financial Advisors held 7,587 shares of Schwab US Large- Cap ETF worth $113K as of Q2 2022.
HC Financial Advisors sold 1,125 Schwab US Large- Cap ETF shares in Q2 2022, an estimated $18.2K.
Schwab US Large- Cap ETF made up 0.08% of HC Financial Advisors's portfolio in Q2 2022, its #94 holding.
HC Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Schwab US Large- Cap ETF position peaked at $173K in Q4 2021.
968 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.