Heritage Wealth Management (Arizona)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Heritage Wealth Management (Arizona)’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	$480K	Buy	31,884 +12,558	+65%	+$190K	0.07%	220
2022 Q3	$273K	Buy	19,326 +3,012	+18%	+$47.3K	0.09%	168
2022 Q2	$243K	Sell	16,314 -124,314	-88%	-$2.01M	0.08%	196
2022 Q1	$2.52M	Buy	+140,628	New	+$2.49M	0.68%	25
2021 Q3	$3.89M	Sell	224,292 -151,116	-40%	-$2.69M	1.38%	12
2021 Q2	$6.5M	Buy	+375,408	New	+$6.33M	2.47%	6

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 $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SFG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SCHX Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Schwab US Large- Cap ETF (SCHX) stake by 65% in Q4 2022, buying an estimated $190K and bringing the position to 31,884 shares worth $480K. The position accounts for 0.07% of the portfolio, ranked #220.

Heritage Wealth Management (Arizona) first reported a position in SCHX in Q2 2021 and has held it in 6 quarters since. The position peaked at $6.5M in Q2 2021. 1,036 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

Heritage Wealth Management (Arizona) held 31,884 shares of Schwab US Large- Cap ETF worth $480K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 12,558 Schwab US Large- Cap ETF shares in Q4 2022, an estimated $190K.
Schwab US Large- Cap ETF made up 0.07% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #220 holding.
Heritage Wealth Management (Arizona) first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 6 quarters since.
Heritage Wealth Management (Arizona)'s Schwab US Large- Cap ETF position peaked at $6.5M in Q2 2021.
1,036 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.