Logan Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Logan Capital Management’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	-207	Closed	-$3.42K	–	501
2023 Q1	$3.33K	Sell	207 -762	-79%	-$12K	﹤0.01%	444
2022 Q4	$14.6K	Sell	969 -678	-41%	-$10.3K	﹤0.01%	421
2022 Q3	$23K	Sell	1,647 -795	-33%	-$12.5K	﹤0.01%	382
2022 Q2	$36K	Sell	2,442 -486	-17%	-$7.88K	﹤0.01%	369
2022 Q1	$53K	Sell	2,928 -144	-5%	-$2.55K	﹤0.01%	360
2021 Q4	$58K	Sell	3,072 -222	-7%	-$4.1K	﹤0.01%	356
2021 Q3	$57K	Hold	3,294	–	–	﹤0.01%	349
2021 Q2	$57K	Sell	3,294 -408	-11%	-$6.88K	﹤0.01%	345
2021 Q1	$59K	Buy	+3,702	New	+$58K	﹤0.01%	331

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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 $374B AUM 17.66% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Logan Capital Management's SCHX Position: Q2 2023 in Review

Logan Capital Management sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2023, closing a stake of 207 shares — an estimated $3.42K sold.

Logan Capital Management first reported a position in SCHX in Q1 2021 and held it in 9 quarters. The position peaked at $59K in Q1 2021. 1,071 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

Logan Capital Management reported no remaining Schwab US Large- Cap ETF position as of Q2 2023 after selling out during the quarter.
Logan Capital Management sold 207 Schwab US Large- Cap ETF shares in Q2 2023, an estimated $3.42K.
Logan Capital Management first reported a position in Schwab US Large- Cap ETF in Q1 2021 and held it in 9 quarters.
Logan Capital Management's Schwab US Large- Cap ETF position peaked at $59K in Q1 2021.
1,071 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

Based on Logan Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.