Loveless Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Loveless Wealth 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
2022 Q2	$921K	Buy	61,842 +1,554	+3%	+$25.2K	0.6%	54
2022 Q1	$1.08M	Buy	60,288 +4,602	+8%	+$81.5K	0.61%	54
2021 Q4	$1.06M	Buy	55,686 +5,676	+11%	+$105K	0.58%	57
2021 Q3	$867K	Buy	50,010 +4,902	+11%	+$87.4K	0.53%	62
2021 Q2	$782K	Buy	45,108 +5,310	+13%	+$89.6K	0.48%	65
2021 Q1	$637K	Buy	39,798 +6,372	+19%	+$99.8K	0.42%	73
2020 Q4	$507K	Buy	33,426 +10,950	+49%	+$157K	0.37%	79
2020 Q3	$302K	Buy	22,476 +444	+2%	+$5.9K	0.25%	91
2020 Q2	$272K	Buy	22,032 +1,098	+5%	+$12.8K	0.25%	91
2020 Q1	$214K	Buy	20,934 +48	+0.2%	+$583	0.25%	89
2019 Q4	$268K	Buy	+20,886	New	+$256K	0.23%	101

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Loveless Wealth Management's SCHX Position: Q2 2022 in Review

Loveless Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 2.6% in Q2 2022, buying an estimated $25.2K and bringing the position to 61,842 shares worth $921K. The position accounts for 0.6% of the portfolio, ranked #54.

Loveless Wealth Management first reported a position in SCHX in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.08M in Q1 2022. 968 funds tracked by Wall St. Rank hold SCHX as of Q2 2022.

Loveless Wealth Management held 61,842 shares of Schwab US Large- Cap ETF worth $921K as of Q2 2022.
Loveless Wealth Management bought 1,554 Schwab US Large- Cap ETF shares in Q2 2022, an estimated $25.2K.
Schwab US Large- Cap ETF made up 0.6% of Loveless Wealth Management's portfolio in Q2 2022, its #54 holding.
Loveless Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's Schwab US Large- Cap ETF position peaked at $1.08M in Q1 2022.
968 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.