Kerntke Otto McGlone Wealth Management Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Kerntke Otto McGlone Wealth Management 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
2021 Q3	–	Sell	-1,106,928	Closed	-$19.2M	–	115
2021 Q2	$19.2M	Buy	1,106,928 +743,700	+205%	+$12.5M	7.65%	2
2021 Q1	$5.81M	Buy	363,228 +290,250	+398%	+$4.55M	3.05%	7
2020 Q4	$1.11M	Buy	+72,978	New	+$1.04M	0.65%	38

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's SCHX Position: Q3 2021 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2021, closing a stake of 1,106,928 shares — an estimated $19.2M sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in SCHX in Q4 2020 and held it in 3 quarters. The position peaked at $19.2M in Q2 2021. 869 funds tracked by Wall St. Rank hold SCHX as of Q3 2021.

Kerntke Otto McGlone Wealth Management Group reported no remaining Schwab US Large- Cap ETF position as of Q3 2021 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 1,106,928 Schwab US Large- Cap ETF shares in Q3 2021, an estimated $19.2M.
Kerntke Otto McGlone Wealth Management Group first reported a position in Schwab US Large- Cap ETF in Q4 2020 and held it in 3 quarters.
Kerntke Otto McGlone Wealth Management Group's Schwab US Large- Cap ETF position peaked at $19.2M in Q2 2021.
869 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2021.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2021, filed 9 Nov 2021.