Kelly Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Kelly Financial Services’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 Q2	–	Sell	-39	Closed	-$677	–	711
2022 Q1	$677	Buy	39 +3	+8%	+$53	﹤0.01%	587
2021 Q4	$713	Hold	36	–	–	﹤0.01%	602
2021 Q3	$650	Sell	36 -3,846	-99%	-$68.6K	﹤0.01%	587
2021 Q2	$6K	Buy	3,882 +3,846	+10,683%	+$64.9K	﹤0.01%	610
2021 Q1	$596	Hold	36	–	–	﹤0.01%	577
2020 Q4	$563	Hold	36	–	–	﹤0.01%	538
2020 Q3	$497	Hold	36	–	–	﹤0.01%	518
2020 Q2	$454	Hold	36	–	–	﹤0.01%	535
2020 Q1	$374	Hold	36	–	–	﹤0.01%	510
2019 Q4	$466	Hold	36	–	–	﹤0.01%	503
2019 Q3	$428	Buy	+36	New	+$424	﹤0.01%	491

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

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

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

Kelly Financial Services's SCHX Position: Q2 2022 in Review

Kelly Financial Services sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2022, closing a stake of 39 shares — an estimated $677 sold.

Kelly Financial Services first reported a position in SCHX in Q3 2019 and held it in 11 quarters. The position peaked at $6K in Q2 2021. 968 funds tracked by Wall St. Rank hold SCHX as of Q2 2022.

Kelly Financial Services reported no remaining Schwab US Large- Cap ETF position as of Q2 2022 after selling out during the quarter.
Kelly Financial Services sold 39 Schwab US Large- Cap ETF shares in Q2 2022, an estimated $677.
Kelly Financial Services first reported a position in Schwab US Large- Cap ETF in Q3 2019 and held it in 11 quarters.
Kelly Financial Services's Schwab US Large- Cap ETF position peaked at $6K in Q2 2021.
968 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2022.

Based on Kelly Financial Services's 13F filing for Q2 2022, filed 17 Jul 2024.