Journey Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Journey 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	-10,584	Closed	-$201K	–	222
2021 Q4	$201K	Buy	+10,584	New	+$196K	0.06%	206
2021 Q2	–	Sell	-13,950	Closed	-$223K	–	204
2021 Q1	$223K	Sell	13,950 -54	-0.4%	-$846	0.08%	181
2020 Q4	$212K	Buy	+14,004	New	+$200K	0.08%	174

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 $1.54B AUM 16.9% 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

Journey Advisory Group's SCHX Position: Q1 2022 in Review

Journey Advisory Group sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2022, closing a stake of 10,584 shares — an estimated $201K sold.

Journey Advisory Group first reported a position in SCHX in Q4 2020 and held it in 3 quarters. The position peaked at $223K in Q1 2021. 984 funds tracked by Wall St. Rank hold SCHX as of Q1 2022.

Journey Advisory Group reported no remaining Schwab US Large- Cap ETF position as of Q1 2022 after selling out during the quarter.
Journey Advisory Group sold 10,584 Schwab US Large- Cap ETF shares in Q1 2022, an estimated $201K.
Journey Advisory Group first reported a position in Schwab US Large- Cap ETF in Q4 2020 and held it in 3 quarters.
Journey Advisory Group's Schwab US Large- Cap ETF position peaked at $223K in Q1 2021.
984 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2022.

Based on Journey Advisory Group's 13F filing for Q1 2022, filed 13 May 2022.