Hochman Cole Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Hochman Cole Investment 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
2021 Q3	$417K	Buy	24,066 +690	+3%	+$12.3K	0.16%	87
2021 Q2	$405K	Sell	23,376 -1,728	-7%	-$29.2K	0.16%	84
2021 Q1	$402K	Sell	25,104 -996	-4%	-$15.6K	0.17%	86
2020 Q4	$396K	Buy	26,100 +90	+0.3%	+$1.29K	0.17%	84
2020 Q3	$350K	Buy	26,010 +3,342	+15%	+$44.4K	0.17%	86
2020 Q2	$280K	Buy	22,668 +528	+2%	+$6.15K	0.15%	90
2020 Q1	$226K	Sell	22,140 -522	-2%	-$6.34K	0.16%	94
2019 Q4	$290K	Sell	22,662 -7,074	-24%	-$86.7K	0.16%	94
2019 Q3	$352K	Buy	29,736 +2,988	+11%	+$35.2K	0.22%	78
2019 Q2	$313K	Sell	26,748 -2,568	-9%	-$29.5K	0.19%	86
2019 Q1	$330K	Buy	29,316 +2,652	+10%	+$28.7K	0.2%	85
2018 Q4	$265K	Buy	+26,664	New	+$286K	0.18%	90

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

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

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

SFG

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Hochman Cole Investment Advisors's SCHX Position: Q3 2021 in Review

Hochman Cole Investment Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 3% in Q3 2021, buying an estimated $12.3K and bringing the position to 24,066 shares worth $417K. The position accounts for 0.16% of the portfolio, ranked #87.

Hochman Cole Investment Advisors first reported a position in SCHX in Q4 2018 and has held it in 12 quarters since. 869 funds tracked by Wall St. Rank hold SCHX as of Q3 2021.

Hochman Cole Investment Advisors held 24,066 shares of Schwab US Large- Cap ETF worth $417K as of Q3 2021.
Hochman Cole Investment Advisors bought 690 Schwab US Large- Cap ETF shares in Q3 2021, an estimated $12.3K.
Schwab US Large- Cap ETF made up 0.16% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #87 holding.
Hochman Cole Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 12 quarters since.
869 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.