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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Leo Brokerage's SCHX Position: Q2 2023 in Review

Leo Brokerage reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.6% in Q2 2023, selling an estimated $9.76K and leaving 15,861 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #248.

Leo Brokerage first reported a position in SCHX in Q4 2020 and has held it in 8 quarters since. The position peaked at $358K in Q3 2021. 1,072 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

Leo Brokerage held 15,861 shares of Schwab US Large- Cap ETF worth $277K as of Q2 2023.
Leo Brokerage sold 591 Schwab US Large- Cap ETF shares in Q2 2023, an estimated $9.76K.
Schwab US Large- Cap ETF made up 0.03% of Leo Brokerage's portfolio in Q2 2023, its #248 holding.
Leo Brokerage first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 8 quarters since.
Leo Brokerage's Schwab US Large- Cap ETF position peaked at $358K in Q3 2021.
1,072 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.