IA
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IAM Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

IAM Advisory’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 		– Sell
-2,904
Closed -$50K – 97
2021
Q2 		$50K Buy
+2,904
New +$49K 0.01% 39

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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Creative Planning
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
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

IAM Advisory's SCHX Position: Q3 2021 in Review

IAM Advisory sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2021, closing a stake of 2,904 shares — an estimated $50K sold.

IAM Advisory first reported a position in SCHX in Q2 2021 and held it in 1 quarter. The position peaked at $50K in Q2 2021. 869 funds tracked by Wall St. Rank hold SCHX as of Q3 2021.

  • IAM Advisory reported no remaining Schwab US Large- Cap ETF position as of Q3 2021 after selling out during the quarter.
  • IAM Advisory sold 2,904 Schwab US Large- Cap ETF shares in Q3 2021, an estimated $50K.
  • IAM Advisory first reported a position in Schwab US Large- Cap ETF in Q2 2021 and held it in 1 quarter.
  • IAM Advisory's Schwab US Large- Cap ETF position peaked at $50K in Q2 2021.
  • 869 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.