JBJ Investment Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

JBJ Investment Partners’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 Q4	$212K	Buy	+11,154	New	+$206K	0.04%	61
2020 Q1	–	Sell	-270,912	Closed	-$3.47M	–	61
2019 Q4	$3.47M	Hold	270,912	–	–	1.06%	12
2019 Q3	$3.2M	Hold	270,912	–	–	1.08%	12
2019 Q2	$3.17M	Sell	270,912 -89,904	-25%	-$1.03M	1.15%	12
2019 Q1	$4.07M	Buy	+360,816	New	+$3.91M	1.55%	13

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

JBJ Investment Partners's SCHX Position: Q4 2021 in Review

JBJ Investment Partners opened a new position in Schwab US Large- Cap ETF (SCHX) in Q4 2021: 11,154 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #61 among its holdings. This is a return to the name: JBJ Investment Partners previously reported a position in SCHX as recently as Q4 2019.

JBJ Investment Partners first reported a position in SCHX in Q1 2019 and has held it in 5 quarters since. The position peaked at $4.07M in Q1 2019. 992 funds tracked by Wall St. Rank hold SCHX as of Q4 2021.

JBJ Investment Partners held 11,154 shares of Schwab US Large- Cap ETF worth $212K as of Q4 2021.
Schwab US Large- Cap ETF was a new JBJ Investment Partners position in Q4 2021.
Schwab US Large- Cap ETF made up 0.04% of JBJ Investment Partners's portfolio in Q4 2021, its #61 holding.
JBJ Investment Partners first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 5 quarters since.
JBJ Investment Partners's Schwab US Large- Cap ETF position peaked at $4.07M in Q1 2019.
992 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.