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Lenox Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lenox Wealth 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
2022
Q1 		$16.9M Sell
952,935
-53,385
-5% -$945K 2.12% 12
2021
Q4 		$19.1M Sell
1,006,320
-4,446
-0.4% -$82.1K 2.27% 12
2021
Q3 		$17.5M Sell
1,010,766
-17,460
-2% -$311K 2.25% 12
2021
Q2 		$17.8M Buy
1,028,226
+42,090
+4% +$710K 2.28% 12
2021
Q1 		$15.8M Buy
986,136
+31,458
+3% +$493K 2.16% 12
2020
Q4 		$14.5M Sell
954,678
-18,186
-2% -$260K 2.06% 12
2020
Q3 		$13.1M Sell
972,864
-88,440
-8% -$1.18M 1.97% 13
2020
Q2 		$13.1M Buy
1,061,304
+32,682
+3% +$381K 2.08% 13
2020
Q1 		$10.5M Buy
1,028,622
+34,470
+3% +$419K 1.96% 13
2019
Q4 		$12.7M Buy
994,152
+11,544
+1% +$141K 1.98% 11
2019
Q3 		$11.6M Buy
982,608
+15,576
+2% +$184K 1.94% 11
2019
Q2 		$11.3M Buy
967,032
+50,550
+6% +$581K 1.97% 11
2019
Q1 		$10.3M Buy
916,482
+45,282
+5% +$491K 1.94% 11
2018
Q4 		$8.67M Buy
871,200
+80,196
+10% +$861K 1.84% 11
2018
Q3 		$9.17M Buy
791,004
+75,126
+10% +$854K 1.86% 10
2018
Q2 		$7.75M Buy
715,878
+28,794
+4% +$310K 1.71% 10
2018
Q1 		$7.22M Buy
687,084
+50,256
+8% +$547K 1.68% 10
2017
Q4 		$6.77M Buy
636,828
+49,392
+8% +$512K 1.89% 9
2017
Q3 		$5.88M Buy
587,436
+48,330
+9% +$474K 1.81% 9
2017
Q2 		$5.19M Buy
539,106
+59,652
+12% +$569K 1.7% 9
2017
Q1 		$4.5M Buy
479,454
+1,380
+0.3% +$12.8K 1.37% 10
2016
Q4 		$4.24M Buy
478,074
+32,598
+7% +$283K 1.37% 10
2016
Q3 		$3.83M Buy
445,476
+33,078
+8% +$284K 1.13% 10
2016
Q2 		$3.42M Buy
412,398
+56,694
+16% +$466K 1.01% 10
2016
Q1 		$2.9M Buy
355,704
+49,416
+16% +$381K 0.87% 10
2015
Q4 		$2.48M Buy
306,288
+77,754
+34% +$634K 0.79% 9
2015
Q3 		$1.74M Buy
228,534
+78,900
+53% +$638K 0.62% 11
2015
Q2 		$1.23M Buy
149,634
+71,658
+92% +$602K 0.53% 13
2015
Q1 		$644K Buy
77,976
+42,840
+122% +$353K 0.26% 15
2014
Q4 		$287K Buy
35,136
+32,154
+1,078% +$257K 0.12% 22
2014
Q3 		$23K Buy
+2,982
New +$23.5K 0.01% 124

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
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
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Lenox Wealth Advisors's SCHX Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.3% in Q1 2022, selling an estimated $945K and leaving 952,935 shares worth $16.9M. The position accounts for 2.12% of the portfolio, ranked #12.

Lenox Wealth Advisors first reported a position in SCHX in Q3 2014 and has held it in 31 quarters since. The position peaked at $19.1M in Q4 2021. 984 funds tracked by Wall St. Rank hold SCHX as of Q1 2022.

  • Lenox Wealth Advisors held 952,935 shares of Schwab US Large- Cap ETF worth $16.9M as of Q1 2022.
  • Lenox Wealth Advisors sold 53,385 Schwab US Large- Cap ETF shares in Q1 2022, an estimated $945K.
  • Schwab US Large- Cap ETF made up 2.12% of Lenox Wealth Advisors's portfolio in Q1 2022, its #12 holding.
  • Lenox Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2014 and has held it in 31 quarters since.
  • Lenox Wealth Advisors's Schwab US Large- Cap ETF position peaked at $19.1M in Q4 2021.
  • 984 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.