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HT Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

HT Partners’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 		– Sell
-48,168
Closed -$680K – 47
2022
Q3 		$680K Hold
48,168
– – 0.29% 22
2022
Q2 		$717K Hold
48,168
– – 0.29% 22
2022
Q1 		$865K Hold
48,168
– – 0.27% 25
2021
Q4 		$914K Hold
48,168
– – 0.27% 25
2021
Q3 		$835K Sell
48,168
-1,170
-2% -$20.9K 0.26% 23
2021
Q2 		$855K Hold
49,338
– – 0.26% 23
2021
Q1 		$790K Sell
49,338
-1,572
-3% -$24.6K 0.26% 21
2020
Q4 		$772K Sell
50,910
-2,538
-5% -$36.3K 0.26% 19
2020
Q3 		$718K Hold
53,448
– – 0.27% 16
2020
Q2 		$660K Hold
53,448
– – 0.27% 17
2020
Q1 		$546K Buy
53,448
+3,804
+8% +$46.2K 0.25% 17
2019
Q4 		$636K Hold
49,644
– – 0.25% 14
2019
Q3 		$587K Sell
49,644
-990
-2% -$11.7K 0.25% 14
2019
Q2 		$592K Hold
50,634
– – 0.25% 14
2019
Q1 		$571K Sell
50,634
-3,402
-6% -$36.9K 0.25% 13
2018
Q4 		$538K Sell
54,036
-900
-2% -$9.66K 0.26% 14
2018
Q3 		$641K Hold
54,936
– – 0.25% 13
2018
Q2 		$598K Hold
54,936
– – 0.25% 11
2018
Q1 		$578K Hold
54,936
– – 0.24% 11
2017
Q4 		$587K Hold
54,936
– – 0.24% 11
2017
Q3 		$551K Sell
54,936
-228
-0.4% -$2.24K 0.24% 11
2017
Q2 		$531K Sell
55,164
-2,520
-4% -$24K 0.24% 11
2017
Q1 		$541K Sell
57,684
-1,734
-3% -$16K 0.25% 11
2016
Q4 		$527K Buy
59,418
+1,230
+2% +$10.7K 0.28% 10
2016
Q3 		$501K Hold
58,188
– – 0.29% 10
2016
Q2 		$483K Buy
58,188
+10,002
+21% +$82.2K 0.26% 12
2016
Q1 		$393K Buy
48,186
+7,068
+17% +$54.6K 0.23% 13
2015
Q4 		$325K Sell
41,118
-41,016
-50% -$334K 0.21% 32
2015
Q3 		$624K Sell
82,134
-3,900,486
-98% -$31.5M 0.42% 17
2015
Q2 		$32.8M Buy
3,982,620
+49,800
+1% +$418K 17.92% 1
2015
Q1 		$32.3M Buy
+3,932,820
New +$32.4M 17.49% 2

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
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
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
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

HT Partners's SCHX Position: Q4 2022 in Review

HT Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2022, closing a stake of 48,168 shares — an estimated $680K sold.

HT Partners first reported a position in SCHX in Q1 2015 and held it in 31 quarters. The position peaked at $32.8M in Q2 2015. 1,036 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

  • HT Partners reported no remaining Schwab US Large- Cap ETF position as of Q4 2022 after selling out during the quarter.
  • HT Partners sold 48,168 Schwab US Large- Cap ETF shares in Q4 2022, an estimated $680K.
  • HT Partners first reported a position in Schwab US Large- Cap ETF in Q1 2015 and held it in 31 quarters.
  • HT Partners's Schwab US Large- Cap ETF position peaked at $32.8M in Q2 2015.
  • 1,036 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

Based on HT Partners's 13F filing for Q4 2022, filed 26 Jan 2023.