McCutchen Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

McCutchen Group’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 Q3	–	Sell	-13,902	Closed	-$207K	–	23
2022 Q2	$207K	Hold	13,902	–	–	0.04%	23
2022 Q1	$250K	Hold	13,902	–	–	0.04%	23
2021 Q4	$264K	Sell	13,902 -600	-4%	-$11.1K	0.05%	23
2021 Q3	$251K	Hold	14,502	–	–	0.05%	23
2021 Q2	$251K	Sell	14,502 -1,500	-9%	-$25.3K	0.05%	23
2021 Q1	$256K	Hold	16,002	–	–	0.05%	23
2020 Q4	$243K	Hold	16,002	–	–	0.05%	23
2020 Q3	$215K	Buy	+16,002	New	+$213K	0.05%	23

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

HSA

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

McCutchen Group's SCHX Position: Q3 2022 in Review

McCutchen Group sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2022, closing a stake of 13,902 shares — an estimated $207K sold.

McCutchen Group first reported a position in SCHX in Q3 2020 and held it in 8 quarters. The position peaked at $264K in Q4 2021. 959 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

McCutchen Group reported no remaining Schwab US Large- Cap ETF position as of Q3 2022 after selling out during the quarter.
McCutchen Group sold 13,902 Schwab US Large- Cap ETF shares in Q3 2022, an estimated $207K.
McCutchen Group first reported a position in Schwab US Large- Cap ETF in Q3 2020 and held it in 8 quarters.
McCutchen Group's Schwab US Large- Cap ETF position peaked at $264K in Q4 2021.
959 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on McCutchen Group's 13F filing for Q3 2022, filed 2 Nov 2022.