North Point Portfolio Managers’s Schwab US Large- Cap ETF SCHX Stock Holding History

North Point Portfolio Managers’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 Q1	–	Sell	-12,000	Closed	-$228K	–	82
2021 Q4	$228K	Hold	12,000	–	–	0.03%	76
2021 Q3	$208K	Hold	12,000	–	–	0.03%	76
2021 Q2	$208K	Buy	+12,000	New	+$202K	0.03%	80
2016 Q4	–	Sell	-24,000	Closed	-$206K	–	86
2016 Q3	$206K	Buy	+24,000	New	+$206K	0.04%	79

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 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

North Point Portfolio Managers's SCHX Position: Q1 2022 in Review

North Point Portfolio Managers sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2022, closing a stake of 12,000 shares — an estimated $228K sold.

North Point Portfolio Managers first reported a position in SCHX in Q3 2016 and held it in 4 quarters. The position peaked at $228K in Q4 2021. 984 funds tracked by Wall St. Rank hold SCHX as of Q1 2022.

North Point Portfolio Managers reported no remaining Schwab US Large- Cap ETF position as of Q1 2022 after selling out during the quarter.
North Point Portfolio Managers sold 12,000 Schwab US Large- Cap ETF shares in Q1 2022, an estimated $228K.
North Point Portfolio Managers first reported a position in Schwab US Large- Cap ETF in Q3 2016 and held it in 4 quarters.
North Point Portfolio Managers's Schwab US Large- Cap ETF position peaked at $228K in Q4 2021.
984 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2022.

Based on North Point Portfolio Managers's 13F filing for Q1 2022, filed 26 Apr 2022.