Lehman & Derafelo Financial Resources’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lehman & Derafelo Financial Resources’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	–	Sell	-588	Closed	-$8K	–	174
2022 Q3	$8K	Hold	588	–	–	﹤0.01%	174
2022 Q2	$9K	Buy	+588	New	+$9.53K	﹤0.01%	176
2021 Q4	–	Sell	-588	Closed	-$10K	–	172
2021 Q3	$10K	Hold	588	–	–	﹤0.01%	174
2021 Q2	$10K	Hold	588	–	–	﹤0.01%	199
2021 Q1	$9K	Hold	588	–	–	﹤0.01%	201
2020 Q4	$9K	Hold	588	–	–	﹤0.01%	198
2020 Q3	$8K	Hold	588	–	–	﹤0.01%	235
2020 Q2	$7K	Hold	588	–	–	﹤0.01%	227
2020 Q1	$6K	Hold	588	–	–	﹤0.01%	170
2019 Q4	$8K	Hold	588	–	–	﹤0.01%	179
2019 Q3	$7K	Hold	588	–	–	﹤0.01%	171
2019 Q2	$7K	Sell	588 -132	-18%	-$1.52K	﹤0.01%	163
2019 Q1	$8K	Hold	720	–	–	﹤0.01%	159
2018 Q4	$7K	Buy	+720	New	+$7.73K	﹤0.01%	152

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 $1.81B AUM 22.3% 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

Lehman & Derafelo Financial Resources's SCHX Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2022, closing a stake of 588 shares — an estimated $8K sold.

Lehman & Derafelo Financial Resources first reported a position in SCHX in Q4 2018 and held it in 14 quarters. The position peaked at $10K in Q3 2021. 1,035 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining Schwab US Large- Cap ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 588 Schwab US Large- Cap ETF shares in Q4 2022, an estimated $8K.
Lehman & Derafelo Financial Resources first reported a position in Schwab US Large- Cap ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's Schwab US Large- Cap ETF position peaked at $10K in Q3 2021.
1,035 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.