Intercontinental Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Intercontinental Wealth 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
2023 Q2	$283K	Sell	16,203 -4,062	-20%	-$67.1K	0.07%	266
2023 Q1	$327K	Sell	20,265 -1,341	-6%	-$21.1K	0.08%	250
2022 Q4	$325K	Sell	21,606 -318	-1%	-$4.81K	0.1%	225
2022 Q3	$309K	Buy	21,924 +444	+2%	+$6.97K	0.1%	218
2022 Q2	$320K	Buy	+21,480	New	+$348K	0.09%	217

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

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

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

MGIA

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

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

Intercontinental Wealth Advisors's SCHX Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 20% in Q2 2023, selling an estimated $67.1K and leaving 16,203 shares worth $283K. The position accounts for 0.07% of the portfolio, ranked #266.

Intercontinental Wealth Advisors first reported a position in SCHX in Q2 2022 and has held it in 5 quarters since. The position peaked at $327K in Q1 2023. 1,071 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

Intercontinental Wealth Advisors held 16,203 shares of Schwab US Large- Cap ETF worth $283K as of Q2 2023.
Intercontinental Wealth Advisors sold 4,062 Schwab US Large- Cap ETF shares in Q2 2023, an estimated $67.1K.
Schwab US Large- Cap ETF made up 0.07% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #266 holding.
Intercontinental Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 5 quarters since.
Intercontinental Wealth Advisors's Schwab US Large- Cap ETF position peaked at $327K in Q1 2023.
1,071 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.