JNBA Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

JNBA Financial 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 Q3	–	Sell	-702	Closed	-$12.3K	–	761
2023 Q2	$12.3K	Buy	+702	New	+$11.6K	﹤0.01%	442
2023 Q1	–	Sell	-252	Closed	-$3.79K	–	733
2022 Q4	$3.79K	Sell	252 -1,302	-84%	-$19.7K	﹤0.01%	540
2022 Q3	$22K	Sell	1,554 -168	-10%	-$2.64K	﹤0.01%	365
2022 Q2	$26K	Buy	1,722 +1,428	+486%	+$23.1K	﹤0.01%	361
2022 Q1	$5K	Hold	294	–	–	﹤0.01%	562
2021 Q4	$6K	Buy	+294	New	+$5.43K	﹤0.01%	592
2018 Q4	–	Sell	-22,746	Closed	-$264K	–	700
2018 Q3	$264K	Buy	+22,746	New	+$259K	0.12%	108
2016 Q4	–	Sell	-66,786	Closed	-$575K	–	1187
2016 Q3	$575K	Buy	+66,786	New	+$573K	0.08%	85

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 $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

MGIA

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

JNBA Financial Advisors's SCHX Position: Q3 2023 in Review

JNBA Financial Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2023, closing a stake of 702 shares — an estimated $12.3K sold.

JNBA Financial Advisors first reported a position in SCHX in Q3 2016 and held it in 8 quarters. The position peaked at $575K in Q3 2016. 1,044 funds tracked by Wall St. Rank hold SCHX as of Q3 2023.

JNBA Financial Advisors reported no remaining Schwab US Large- Cap ETF position as of Q3 2023 after selling out during the quarter.
JNBA Financial Advisors sold 702 Schwab US Large- Cap ETF shares in Q3 2023, an estimated $12.3K.
JNBA Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2016 and held it in 8 quarters.
JNBA Financial Advisors's Schwab US Large- Cap ETF position peaked at $575K in Q3 2016.
1,044 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2023.

Based on JNBA Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.