Kemper’s Schwab US Large- Cap ETF SCHX Stock Holding History

Kemper’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	-520,458	Closed	-$9.87M	–	12
2021 Q4	$9.87M	Sell	520,458 -395,040	-43%	-$7.3M	2.1%	9
2021 Q3	$15.9M	Hold	915,498	–	–	2.64%	11
2021 Q2	$15.9M	Sell	915,498 -157,032	-15%	-$2.65M	2.67%	11
2021 Q1	$17.2M	Hold	1,072,530	–	–	3.13%	9
2020 Q4	$16.3M	Hold	1,072,530	–	–	3.09%	8
2020 Q3	$14.4M	Sell	1,072,530 -357,678	-25%	-$4.75M	3.13%	8
2020 Q2	$17.7M	Hold	1,430,208	–	–	3.75%	8
2020 Q1	$16.5M	Hold	1,430,208	–	–	3.75%	8
2019 Q4	$18.3M	Hold	1,430,208	–	–	2.97%	12
2019 Q3	$16.9M	Hold	1,430,208	–	–	2.47%	13
2019 Q2	$16.7M	Hold	1,430,208	–	–	2.46%	14
2019 Q1	$16.1M	Hold	1,430,208	–	–	2.44%	14
2018 Q4	$14.2M	Hold	1,430,208	–	–	3.3%	11
2018 Q3	$16.6M	Hold	1,430,208	–	–	3.01%	12
2018 Q2	$15.5M	Hold	1,430,208	–	–	6.97%	8
2018 Q1	$15M	Hold	1,430,208	–	–	6.08%	8
2017 Q4	$15.2M	Hold	1,430,208	–	–	6.68%	7
2017 Q3	$14.3M	Sell	1,430,208 -984	-0.1%	-$9.66K	6.72%	6
2017 Q2	$13.8M	Hold	1,431,192	–	–	6.69%	5
2017 Q1	$13.4M	Buy	1,431,192 +277,512	+24%	+$2.57M	6.83%	7
2016 Q4	$10.2M	Buy	+1,153,680	New	+$10M	5.97%	7

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

Kemper's SCHX Position: Q1 2022 in Review

Kemper sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2022, closing a stake of 520,458 shares — an estimated $9.87M sold.

Kemper first reported a position in SCHX in Q4 2016 and held it in 21 quarters. The position peaked at $18.3M in Q4 2019. 984 funds tracked by Wall St. Rank hold SCHX as of Q1 2022.

Kemper reported no remaining Schwab US Large- Cap ETF position as of Q1 2022 after selling out during the quarter.
Kemper sold 520,458 Schwab US Large- Cap ETF shares in Q1 2022, an estimated $9.87M.
Kemper first reported a position in Schwab US Large- Cap ETF in Q4 2016 and held it in 21 quarters.
Kemper's Schwab US Large- Cap ETF position peaked at $18.3M in Q4 2019.
984 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2022.

Based on Kemper's 13F filing for Q1 2022, filed 13 May 2022.