Mirsky Financial Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Mirsky Financial 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
2021 Q4	$406K	Buy	+21,396	New	+$395K	0.17%	38

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

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 $1.81B AUM 22.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Mirsky Financial Management's SCHX Position: Q4 2021 in Review

Mirsky Financial Management opened a new position in Schwab US Large- Cap ETF (SCHX) in Q4 2021: 21,396 shares worth $406K. The stake represents 0.17% of the portfolio and ranks #38 among its holdings.

992 funds tracked by Wall St. Rank hold SCHX as of Q4 2021.

Mirsky Financial Management held 21,396 shares of Schwab US Large- Cap ETF worth $406K as of Q4 2021.
Schwab US Large- Cap ETF was a new Mirsky Financial Management position in Q4 2021.
Schwab US Large- Cap ETF made up 0.17% of Mirsky Financial Management's portfolio in Q4 2021, its #38 holding.
992 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.