Leo Brokerage’s Schwab US Large- Cap ETF SCHX Stock Holding History

Leo Brokerage’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	$277K	Sell	15,861 -591	-4%	-$9.76K	0.03%	248
2023 Q1	$265K	Buy	+16,452	New	+$259K	0.04%	245
2022 Q2	$310K	Buy	20,805 +1,713	+9%	+$27.8K	0.08%	132
2022 Q1	$343K	Buy	+19,092	New	+$338K	0.05%	181
2021 Q3	$358K	Buy	20,652 +672	+3%	+$12K	0.07%	134
2021 Q2	$346K	Buy	19,980 +2,286	+13%	+$38.6K	0.07%	139
2021 Q1	$283K	Buy	17,694 +2,208	+14%	+$34.6K	0.08%	150
2020 Q4	$235K	Buy	+15,486	New	+$222K	0.08%	152

Other funds holding SCHX

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

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

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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