Jackson Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Jackson Wealth Management’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	-501,198	Closed	-$9.51M	–	124
2021 Q4	$9.51M	Sell	501,198 -14,844	-3%	-$274K	1.2%	23
2021 Q3	$35K	Sell	516,042 -24,744	-5%	-$441K	0.42%	47
2021 Q2	$9.37M	Sell	540,786 -61,374	-10%	-$1.04M	1.19%	25
2021 Q1	$9.64M	Buy	602,160 +5,052	+0.8%	+$79.1K	1.44%	18
2020 Q4	$9.05M	Sell	597,108 -18,648	-3%	-$267K	1.23%	17
2020 Q3	$8.28M	Sell	615,756 -7,386	-1%	-$98.1K	1.24%	14
2020 Q2	$7.7M	Buy	+623,142	New	+$7.26M	1.37%	15

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

Jackson Wealth Management's SCHX Position: Q1 2022 in Review

Jackson Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2022, closing a stake of 501,198 shares — an estimated $9.51M sold.

Jackson Wealth Management first reported a position in SCHX in Q2 2020 and held it in 7 quarters. The position peaked at $9.64M in Q1 2021. 984 funds tracked by Wall St. Rank hold SCHX as of Q1 2022.

Jackson Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2022 after selling out during the quarter.
Jackson Wealth Management sold 501,198 Schwab US Large- Cap ETF shares in Q1 2022, an estimated $9.51M.
Jackson Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2020 and held it in 7 quarters.
Jackson Wealth Management's Schwab US Large- Cap ETF position peaked at $9.64M in Q1 2021.
984 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2022.

Based on Jackson Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.