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

Midwest 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
Q1 		$388K Hold
21,636
– – 0.24% 80
2021
Q4 		$410K Hold
21,636
– – 0.26% 77
2021
Q3 		$375K Buy
+21,636
New +$386K 0.26% 83

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
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
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Midwest Wealth Management's SCHX Position: Q1 2022 in Review

Midwest Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2022 at 21,636 shares worth $388K. The position accounts for 0.24% of the portfolio, ranked #80.

Midwest Wealth Management first reported a position in SCHX in Q3 2021 and has held it in 3 quarters since. The position peaked at $410K in Q4 2021. 984 funds tracked by Wall St. Rank hold SCHX as of Q1 2022.

  • Midwest Wealth Management held 21,636 shares of Schwab US Large- Cap ETF worth $388K as of Q1 2022.
  • Midwest Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q1 2022.
  • Schwab US Large- Cap ETF made up 0.24% of Midwest Wealth Management's portfolio in Q1 2022, its #80 holding.
  • Midwest Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2021 and has held it in 3 quarters since.
  • Midwest Wealth Management's Schwab US Large- Cap ETF position peaked at $410K in Q4 2021.
  • 984 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.