Intersect Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Intersect Capital’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 Q2	–	Sell	-18,132	Closed	-$325K	–	428
2022 Q1	$325K	Buy	18,132 +18	+0.1%	+$319	0.06%	303
2021 Q4	$344K	Sell	18,114 -2,484	-12%	-$45.9K	0.06%	279
2021 Q3	$357K	Buy	20,598 +18	+0.1%	+$321	0.06%	246
2021 Q2	$357K	Buy	20,580 +18	+0.1%	+$304	0.06%	231
2021 Q1	$329K	Buy	20,562 +24	+0.1%	+$376	0.07%	225
2020 Q4	$311K	Buy	+20,538	New	+$294K	0.07%	208

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 $751B AUM 38.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Intersect Capital's SCHX Position: Q2 2022 in Review

Intersect Capital sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2022, closing a stake of 18,132 shares — an estimated $325K sold.

Intersect Capital first reported a position in SCHX in Q4 2020 and held it in 6 quarters. The position peaked at $357K in Q3 2021. 969 funds tracked by Wall St. Rank hold SCHX as of Q2 2022.

Intersect Capital reported no remaining Schwab US Large- Cap ETF position as of Q2 2022 after selling out during the quarter.
Intersect Capital sold 18,132 Schwab US Large- Cap ETF shares in Q2 2022, an estimated $325K.
Intersect Capital first reported a position in Schwab US Large- Cap ETF in Q4 2020 and held it in 6 quarters.
Intersect Capital's Schwab US Large- Cap ETF position peaked at $357K in Q3 2021.
969 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.