HM Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

HM Capital Management’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	–	Sell	-12,402	Closed	-$223K	–	62
2022 Q1	$223K	Hold	12,402	–	–	0.08%	55
2021 Q4	$235K	Hold	12,402	–	–	0.09%	52
2021 Q3	$215K	Hold	12,402	–	–	0.09%	39
2021 Q2	$215K	Buy	+12,402	New	+$209K	0.09%	43
2020 Q1	–	Sell	-17,616	Closed	-$226K	–	42
2019 Q4	$226K	Hold	17,616	–	–	0.14%	38
2019 Q3	$208K	Hold	17,616	–	–	0.13%	42
2019 Q2	$206K	Buy	+17,616	New	+$202K	0.13%	41
2018 Q4	–	Sell	-17,616	Closed	-$204K	–	40
2018 Q3	$204K	Buy	+17,616	New	+$200K	0.16%	38

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $5.27B AUM 19.34% 1-Year Est. Return

MGIA

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

HM Capital Management's SCHX Position: Q2 2022 in Review

HM Capital Management sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2022, closing a stake of 12,402 shares — an estimated $223K sold.

HM Capital Management first reported a position in SCHX in Q3 2018 and held it in 8 quarters. The position peaked at $235K in Q4 2021. 969 funds tracked by Wall St. Rank hold SCHX as of Q2 2022.

HM Capital Management reported no remaining Schwab US Large- Cap ETF position as of Q2 2022 after selling out during the quarter.
HM Capital Management sold 12,402 Schwab US Large- Cap ETF shares in Q2 2022, an estimated $223K.
HM Capital Management first reported a position in Schwab US Large- Cap ETF in Q3 2018 and held it in 8 quarters.
HM Capital Management's Schwab US Large- Cap ETF position peaked at $235K in Q4 2021.
969 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2022.

Based on HM Capital Management's 13F filing for Q2 2022, filed 8 Aug 2022.