KerberRose Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

KerberRose Wealth Management’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	$5.6M	Buy	+375,930	New	+$6.09M	4.56%	5

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 $751B AUM 38.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $5.27B AUM 19.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

KerberRose Wealth Management's SCHX Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2022: 375,930 shares worth $5.6M. The stake represents 4.56% of the portfolio and ranks #5 among its holdings.

969 funds tracked by Wall St. Rank hold SCHX as of Q2 2022.

KerberRose Wealth Management held 375,930 shares of Schwab US Large- Cap ETF worth $5.6M as of Q2 2022.
Schwab US Large- Cap ETF was a new KerberRose Wealth Management position in Q2 2022.
Schwab US Large- Cap ETF made up 4.56% of KerberRose Wealth Management's portfolio in Q2 2022, its #5 holding.
969 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.