Next Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Next Financial Group’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	$123K	Buy	6,504 +384	+6%	+$7.09K	0.01%	1076
2021 Q3	$106K	Buy	6,120 +12	+0.2%	+$214	0.01%	1085
2021 Q2	$106K	Buy	6,108 +2,634	+76%	+$44.4K	0.01%	1088
2021 Q1	$56K	Sell	3,474 -132	-4%	-$2.07K	0.01%	1238
2020 Q4	$55K	Sell	3,606 -2,598	-42%	-$37.2K	0.01%	1181
2020 Q3	$83K	Buy	+6,204	New	+$82.4K	0.01%	930
2020 Q2	–	Sell	-3,396	Closed	-$35K	–	1655
2020 Q1	$35K	Buy	3,396 +1,860	+121%	+$22.6K	﹤0.01%	1098
2019 Q4	$20K	Buy	+1,536	New	+$18.8K	﹤0.01%	1529
2015 Q2	–	Sell	-3,720	Closed	-$30K	–	1944
2015 Q1	$30K	Buy	+3,720	New	+$30.6K	0.01%	845

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

Next Financial Group's SCHX Position: Q4 2021 in Review

Next Financial Group increased its Schwab US Large- Cap ETF (SCHX) stake by 6.3% in Q4 2021, buying an estimated $7.09K and bringing the position to 6,504 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #1076.

Next Financial Group first reported a position in SCHX in Q1 2015 and has held it in 9 quarters since. 992 funds tracked by Wall St. Rank hold SCHX as of Q4 2021.

Next Financial Group held 6,504 shares of Schwab US Large- Cap ETF worth $123K as of Q4 2021.
Next Financial Group bought 384 Schwab US Large- Cap ETF shares in Q4 2021, an estimated $7.09K.
Schwab US Large- Cap ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1076 holding.
Next Financial Group first reported a position in Schwab US Large- Cap ETF in Q1 2015 and has held it in 9 quarters since.
992 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.