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

Milestone Wealth’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 		$182K Hold
12,918
– – 0.2% 52
2022
Q2 		$192K Buy
12,918
+4,059
+46% +$65.8K 0.2% 52
2022
Q1 		$336K Sell
8,859
-8,859
-50% -$157K 0.27% 40
2021
Q4 		$336K Buy
+17,718
New +$327K 0.27% 40

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 $751B AUM 38.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Milestone Wealth's SCHX Position: Q3 2022 in Review

Milestone Wealth held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2022 at 12,918 shares worth $182K. The position accounts for 0.2% of the portfolio, ranked #52.

Milestone Wealth first reported a position in SCHX in Q4 2021 and has held it in 4 quarters since. The position peaked at $336K in Q1 2022. 960 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

  • Milestone Wealth held 12,918 shares of Schwab US Large- Cap ETF worth $182K as of Q3 2022.
  • Milestone Wealth left its Schwab US Large- Cap ETF share count unchanged in Q3 2022.
  • Schwab US Large- Cap ETF made up 0.2% of Milestone Wealth's portfolio in Q3 2022, its #52 holding.
  • Milestone Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Schwab US Large- Cap ETF position peaked at $336K in Q1 2022.
  • 960 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.