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

Mosaic Family 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
2021 Q4	$4.18M	Sell	220,374 -4,566	-2%	-$84.3K	1.09%	12
2021 Q3	$3.9M	Buy	224,940 +720	+0.3%	+$12.8K	1.08%	13
2021 Q2	$3.88M	Buy	224,220 +684	+0.3%	+$11.5K	1.12%	13
2021 Q1	$3.58M	Sell	223,536 -384	-0.2%	-$6.02K	1.03%	16
2020 Q4	$3.39M	Buy	+223,920	New	+$3.2M	1.13%	16

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 $424B AUM 22.96% 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 $5.27B AUM 19.34% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Mosaic Family Wealth's SCHX Position: Q4 2021 in Review

Mosaic Family Wealth reduced its Schwab US Large- Cap ETF (SCHX) stake by 2% in Q4 2021, selling an estimated $84.3K and leaving 220,374 shares worth $4.18M. The position accounts for 1.09% of the portfolio, ranked #12.

Mosaic Family Wealth first reported a position in SCHX in Q4 2020 and has held it in 5 quarters since. 992 funds tracked by Wall St. Rank hold SCHX as of Q4 2021.

Mosaic Family Wealth held 220,374 shares of Schwab US Large- Cap ETF worth $4.18M as of Q4 2021.
Mosaic Family Wealth sold 4,566 Schwab US Large- Cap ETF shares in Q4 2021, an estimated $84.3K.
Schwab US Large- Cap ETF made up 1.09% of Mosaic Family Wealth's portfolio in Q4 2021, its #12 holding.
Mosaic Family Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 5 quarters since.
992 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.