Laurel Wealth Advisors (California)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$970K	Sell	64,473 -1,824	-3%	-$27.6K	0.1%	219
2022 Q3	$936K	Sell	66,297 -1,827	-3%	-$28.7K	0.1%	223
2022 Q2	$1.01M	Sell	68,124 -3,393	-5%	-$55K	0.1%	217
2022 Q1	$1.28M	Sell	71,517 -2,823	-4%	-$50K	0.11%	204
2021 Q4	$1.41M	Sell	74,340 -2,676	-3%	-$49.4K	0.11%	185
2021 Q3	$1.33M	Buy	77,016 +342	+0.4%	+$6.1K	0.25%	91
2021 Q2	$1.33M	Buy	76,674 +9,444	+14%	+$159K	0.17%	139
2021 Q1	$1.08M	Sell	67,230 -5,772	-8%	-$90.4K	0.16%	152
2020 Q4	$1.11M	Buy	73,002 +7,980	+12%	+$114K	0.16%	144
2020 Q3	$874K	Buy	65,022 +3,816	+6%	+$50.7K	0.14%	154
2020 Q2	$756K	Buy	61,206 +216	+0.4%	+$2.52K	0.14%	164
2020 Q1	$623K	Sell	60,990 -9,696	-14%	-$118K	0.14%	172
2019 Q4	$905K	Sell	70,686 -20,280	-22%	-$249K	0.15%	164
2019 Q3	$1.07M	Buy	90,966 +17,142	+23%	+$202K	0.18%	141
2019 Q2	$864K	Buy	73,824 +786	+1%	+$9.03K	0.19%	137
2019 Q1	$823K	Buy	73,038 +2,916	+4%	+$31.6K	0.2%	132
2018 Q4	$697K	Buy	70,122 +24,438	+53%	+$262K	0.21%	123
2018 Q3	$529K	Buy	45,684 +8,208	+22%	+$93.3K	0.13%	181
2018 Q2	$405K	Sell	37,476 -2,982	-7%	-$32.2K	0.11%	207
2018 Q1	$425K	Buy	40,458 +450	+1%	+$4.89K	0.13%	189
2017 Q4	$425K	Sell	40,008 -1,464	-4%	-$15.2K	0.12%	192
2017 Q3	$415K	Sell	41,472 -9,816	-19%	-$96.4K	0.14%	172
2017 Q2	$493K	Buy	51,288 +708	+1%	+$6.75K	0.18%	147
2017 Q1	$474K	Buy	50,580 +876	+2%	+$8.1K	0.18%	141
2016 Q4	$441K	Sell	49,704 -1,728	-3%	-$15K	0.2%	134
2016 Q3	$443K	Sell	51,432 -2,718	-5%	-$23.3K	0.21%	124
2016 Q2	$449K	Sell	54,150 -5,694	-10%	-$46.8K	0.22%	119
2016 Q1	$487K	Sell	59,844 -5,202	-8%	-$40.2K	0.24%	104
2015 Q4	$527K	Buy	+65,046	New	+$530K	0.27%	101

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SCHX Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.8% in Q4 2022, selling an estimated $27.6K and leaving 64,473 shares worth $970K. The position accounts for 0.1% of the portfolio, ranked #219.

Laurel Wealth Advisors (California) first reported a position in SCHX in Q4 2015 and has held it in 29 quarters since. The position peaked at $1.41M in Q4 2021. 1,035 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

Laurel Wealth Advisors (California) held 64,473 shares of Schwab US Large- Cap ETF worth $970K as of Q4 2022.
Laurel Wealth Advisors (California) sold 1,824 Schwab US Large- Cap ETF shares in Q4 2022, an estimated $27.6K.
Schwab US Large- Cap ETF made up 0.1% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #219 holding.
Laurel Wealth Advisors (California) first reported a position in Schwab US Large- Cap ETF in Q4 2015 and has held it in 29 quarters since.
Laurel Wealth Advisors (California)'s Schwab US Large- Cap ETF position peaked at $1.41M in Q4 2021.
1,035 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.