Newman & Schimel’s Schwab US Large- Cap ETF SCHX Stock Holding History

Newman & Schimel’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 Q4	$4.68M	Sell	311,223 -1,974	-0.6%	-$29.9K	2.12%	10
2022 Q3	$4.42M	Buy	313,197 +68,310	+28%	+$1.07M	2.18%	10
2022 Q2	$3.65M	Buy	244,887 +16,491	+7%	+$267K	1.75%	10
2022 Q1	$4.1M	Buy	228,396 +81,966	+56%	+$1.45M	2.67%	7
2021 Q4	$2.78M	Buy	146,430 +35,604	+32%	+$658K	1.58%	9
2021 Q3	$1.92M	Buy	110,826 +12,006	+12%	+$214K	1.2%	10
2021 Q2	$1.71M	Buy	98,820 +13,284	+16%	+$224K	1.08%	11
2021 Q1	$1.37M	Buy	85,536 +50,058	+141%	+$784K	0.92%	12
2020 Q4	$538K	Buy	+35,478	New	+$508K	0.45%	26

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

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Newman & Schimel's SCHX Position: Q4 2022 in Review

Newman & Schimel reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.63% in Q4 2022, selling an estimated $29.9K and leaving 311,223 shares worth $4.68M. The position accounts for 2.12% of the portfolio, ranked #10.

Newman & Schimel first reported a position in SCHX in Q4 2020 and has held it in 9 quarters since. 1,035 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

Newman & Schimel held 311,223 shares of Schwab US Large- Cap ETF worth $4.68M as of Q4 2022.
Newman & Schimel sold 1,974 Schwab US Large- Cap ETF shares in Q4 2022, an estimated $29.9K.
Schwab US Large- Cap ETF made up 2.12% of Newman & Schimel's portfolio in Q4 2022, its #10 holding.
Newman & Schimel first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 9 quarters since.
1,035 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.