Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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HFA
HC Financial Advisors’s
Schwab US Large- Cap ETF
SCHX
Stock Holding History
HC Financial Advisors’s Portfolio
SCHX Stock Details
SCHX Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
$113K
Sell
2022
Q1
$156K
Sell
2021
Q4
$173K
Buy
2021
Q3
$73K
Sell
2021
Q2
$83K
Sell
2021
Q1
$80K
Hold
2020
Q4
$75K
Hold
2020
Q3
$67K
Hold
2020
Q2
$61K
Hold
2020
Q1
$51K
Buy
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Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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