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Oak Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Oak Asset 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
2022
Q3 		– Sell
-2,193,081
Closed -$32.6M – 147
2022
Q2 		$32.6M Buy
+2,193,081
New +$35.5M 15.5% 1

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
UBS Group
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

Oak Asset Management's SCHX Position: Q3 2022 in Review

Oak Asset Management sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2022, closing a stake of 2,193,081 shares — an estimated $32.6M sold.

Oak Asset Management first reported a position in SCHX in Q2 2022 and held it in 1 quarter. The position peaked at $32.6M in Q2 2022. 959 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

  • Oak Asset Management reported no remaining Schwab US Large- Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Oak Asset Management sold 2,193,081 Schwab US Large- Cap ETF shares in Q3 2022, an estimated $32.6M.
  • Oak Asset Management first reported a position in Schwab US Large- Cap ETF in Q2 2022 and held it in 1 quarter.
  • Oak Asset Management's Schwab US Large- Cap ETF position peaked at $32.6M in Q2 2022.
  • 959 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on Oak Asset Management's 13F filing for Q3 2022, filed 19 Oct 2022.