L.M. Kohn & Company’s Schwab US Large- Cap ETF SCHX Stock Holding History

L.M. Kohn & Company’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	-17,742	Closed	-$319K	–	246
2022 Q1	$319K	Buy	+17,742	New	+$314K	0.12%	181

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

L.M. Kohn & Company's SCHX Position: Q2 2022 in Review

L.M. Kohn & Company sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2022, closing a stake of 17,742 shares — an estimated $319K sold.

L.M. Kohn & Company first reported a position in SCHX in Q1 2022 and held it in 1 quarter. The position peaked at $319K in Q1 2022. 968 funds tracked by Wall St. Rank hold SCHX as of Q2 2022.

L.M. Kohn & Company reported no remaining Schwab US Large- Cap ETF position as of Q2 2022 after selling out during the quarter.
L.M. Kohn & Company sold 17,742 Schwab US Large- Cap ETF shares in Q2 2022, an estimated $319K.
L.M. Kohn & Company first reported a position in Schwab US Large- Cap ETF in Q1 2022 and held it in 1 quarter.
L.M. Kohn & Company's Schwab US Large- Cap ETF position peaked at $319K in Q1 2022.
968 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2022.

Based on L.M. Kohn & Company's 13F filing for Q2 2022, filed 5 Aug 2022.