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

Hoover 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
2021 Q2	$129K	Sell	7,458 -3,120	-29%	-$52.6K	0.02%	176
2021 Q1	$177K	Sell	10,578 -300	-3%	-$4.7K	0.03%	136
2020 Q4	$167K	Sell	10,878 -54	-0.5%	-$773	0.04%	125
2020 Q3	$147K	Buy	10,932 +36	+0.3%	+$478	0.05%	109
2020 Q2	$135K	Buy	+10,896	New	+$127K	0.05%	116

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

AWS

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

Hoover Financial Advisors's SCHX Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 29% in Q2 2021, selling an estimated $52.6K and leaving 7,458 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #176.

Hoover Financial Advisors first reported a position in SCHX in Q2 2020 and has held it in 5 quarters since. The position peaked at $177K in Q1 2021. 872 funds tracked by Wall St. Rank hold SCHX as of Q2 2021.

Hoover Financial Advisors held 7,458 shares of Schwab US Large- Cap ETF worth $129K as of Q2 2021.
Hoover Financial Advisors sold 3,120 Schwab US Large- Cap ETF shares in Q2 2021, an estimated $52.6K.
Schwab US Large- Cap ETF made up 0.02% of Hoover Financial Advisors's portfolio in Q2 2021, its #176 holding.
Hoover Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 5 quarters since.
Hoover Financial Advisors's Schwab US Large- Cap ETF position peaked at $177K in Q1 2021.
872 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.