Horan Securities’s Schwab US Large- Cap ETF SCHX Stock Holding History

Horan Securities’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
2023 Q3	–	Sell	-7,005	Closed	-$122K	–	544
2023 Q2	$122K	Sell	7,005 -12	-0.2%	-$198	0.05%	160
2023 Q1	$113K	Buy	7,017 +57	+0.8%	+$897	0.06%	145
2022 Q4	$105K	Buy	6,960 +6,090	+700%	+$92.2K	0.06%	143
2022 Q3	$12K	Hold	870	–	–	0.01%	339
2022 Q2	$13K	Hold	870	–	–	0.01%	295
2022 Q1	$16K	Hold	870	–	–	0.01%	274
2021 Q4	$17K	Buy	+870	New	+$16.1K	0.01%	265
2021 Q2	$15K	Hold	870	–	–	0.01%	265
2021 Q1	$14K	Hold	870	–	–	0.01%	239
2020 Q4	$13K	Buy	+870	New	+$12.4K	0.01%	231

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Horan Securities's SCHX Position: Q3 2023 in Review

Horan Securities sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2023, closing a stake of 7,005 shares — an estimated $122K sold.

Horan Securities first reported a position in SCHX in Q4 2020 and held it in 10 quarters. The position peaked at $122K in Q2 2023. 1,044 funds tracked by Wall St. Rank hold SCHX as of Q3 2023.

Horan Securities reported no remaining Schwab US Large- Cap ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 7,005 Schwab US Large- Cap ETF shares in Q3 2023, an estimated $122K.
Horan Securities first reported a position in Schwab US Large- Cap ETF in Q4 2020 and held it in 10 quarters.
Horan Securities's Schwab US Large- Cap ETF position peaked at $122K in Q2 2023.
1,044 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.