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Lebenthal Global Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lebenthal Global Advisors’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
2023
Q2 		– Sell
-12,912
Closed -$208K – 125
2023
Q1 		$208K Buy
+12,912
New +$203K 0.06% 107
2021
Q1 		– Sell
-96
Closed -$1K – 471
2020
Q4 		$1K Buy
+96
New +$1.37K ﹤0.01% 554

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lebenthal Global Advisors's SCHX Position: Q2 2023 in Review

Lebenthal Global Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2023, closing a stake of 12,912 shares — an estimated $208K sold.

Lebenthal Global Advisors first reported a position in SCHX in Q4 2020 and held it in 2 quarters. The position peaked at $208K in Q1 2023. 1,071 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

  • Lebenthal Global Advisors reported no remaining Schwab US Large- Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Lebenthal Global Advisors sold 12,912 Schwab US Large- Cap ETF shares in Q2 2023, an estimated $208K.
  • Lebenthal Global Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2020 and held it in 2 quarters.
  • Lebenthal Global Advisors's Schwab US Large- Cap ETF position peaked at $208K in Q1 2023.
  • 1,071 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

Based on Lebenthal Global Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.