Investment Research & Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Investment Research & Advisory Group’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 Q1	–	Sell	-1,662	Closed	-$32K	–	197
2021 Q4	$32K	Hold	1,662	–	–	0.02%	117
2021 Q3	$29K	Hold	1,662	–	–	0.02%	111
2021 Q2	$29K	Hold	1,662	–	–	0.02%	120
2021 Q1	$27K	Hold	1,662	–	–	0.02%	111
2020 Q4	$25K	Hold	1,662	–	–	0.02%	112
2020 Q3	$22K	Hold	1,662	–	–	0.02%	114
2020 Q2	$20K	Buy	+1,662	New	+$19.4K	0.02%	114

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $5.05B AUM 16.64% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Investment Research & Advisory Group's SCHX Position: Q1 2022 in Review

Investment Research & Advisory Group sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2022, closing a stake of 1,662 shares — an estimated $32K sold.

Investment Research & Advisory Group first reported a position in SCHX in Q2 2020 and held it in 7 quarters. The position peaked at $32K in Q4 2021. 984 funds tracked by Wall St. Rank hold SCHX as of Q1 2022.

Investment Research & Advisory Group reported no remaining Schwab US Large- Cap ETF position as of Q1 2022 after selling out during the quarter.
Investment Research & Advisory Group sold 1,662 Schwab US Large- Cap ETF shares in Q1 2022, an estimated $32K.
Investment Research & Advisory Group first reported a position in Schwab US Large- Cap ETF in Q2 2020 and held it in 7 quarters.
Investment Research & Advisory Group's Schwab US Large- Cap ETF position peaked at $32K in Q4 2021.
984 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2022.

Based on Investment Research & Advisory Group's 13F filing for Q1 2022, filed 25 Apr 2022.