O'Dell Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

O'Dell 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
2022 Q4	–	Sell	-318	Closed	-$4K	–	336
2022 Q3	$4K	Sell	318 -219	-41%	-$3.44K	﹤0.01%	350
2022 Q2	$8K	Hold	537	–	–	﹤0.01%	297
2022 Q1	$10K	Sell	537 -45	-8%	-$797	﹤0.01%	313
2021 Q4	$11K	Hold	582	–	–	﹤0.01%	295
2021 Q3	$10K	Buy	+582	New	+$10.4K	﹤0.01%	296

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

O'Dell Group's SCHX Position: Q4 2022 in Review

O'Dell Group sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2022, closing a stake of 318 shares — an estimated $4K sold.

O'Dell Group first reported a position in SCHX in Q3 2021 and held it in 5 quarters. The position peaked at $11K in Q4 2021. 1,035 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

O'Dell Group reported no remaining Schwab US Large- Cap ETF position as of Q4 2022 after selling out during the quarter.
O'Dell Group sold 318 Schwab US Large- Cap ETF shares in Q4 2022, an estimated $4K.
O'Dell Group first reported a position in Schwab US Large- Cap ETF in Q3 2021 and held it in 5 quarters.
O'Dell Group's Schwab US Large- Cap ETF position peaked at $11K in Q4 2021.
1,035 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

Based on O'Dell Group's 13F filing for Q4 2022, filed 14 Feb 2023.