Landsberg Bennett & Dubbaneh’s Schwab US Large- Cap ETF SCHX Stock Holding History

Landsberg Bennett & Dubbaneh’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	$643K	Buy	36,642 +120	+0.3%	+$2.14K	0.08%	159
2021 Q2	$633K	Buy	36,522 +114	+0.3%	+$1.92K	0.08%	159
2021 Q1	$590K	Buy	36,408 +108	+0.3%	+$1.69K	0.08%	155
2020 Q4	$550K	Sell	36,300 -372	-1%	-$5.32K	0.08%	140
2020 Q3	$489K	Buy	+36,672	New	+$487K	0.09%	140

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 $424B AUM 22.96% 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 $5.27B AUM 19.34% 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

Landsberg Bennett & Dubbaneh's SCHX Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh increased its Schwab US Large- Cap ETF (SCHX) stake by 0.33% in Q3 2021, buying an estimated $2.14K and bringing the position to 36,642 shares worth $643K. The position accounts for 0.08% of the portfolio, ranked #159.

Landsberg Bennett & Dubbaneh first reported a position in SCHX in Q3 2020 and has held it in 5 quarters since. 869 funds tracked by Wall St. Rank hold SCHX as of Q3 2021.

Landsberg Bennett & Dubbaneh held 36,642 shares of Schwab US Large- Cap ETF worth $643K as of Q3 2021.
Landsberg Bennett & Dubbaneh bought 120 Schwab US Large- Cap ETF shares in Q3 2021, an estimated $2.14K.
Schwab US Large- Cap ETF made up 0.08% of Landsberg Bennett & Dubbaneh's portfolio in Q3 2021, its #159 holding.
Landsberg Bennett & Dubbaneh first reported a position in Schwab US Large- Cap ETF in Q3 2020 and has held it in 5 quarters since.
869 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.