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Pacific Center for Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Pacific Center for Financial Services’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 		– Sell
-1,626
Closed -$28K – 420
2021
Q3 		$28K Buy
+1,626
New +$29K 0.01% 201

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UBS Group
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SFG
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Creative Planning
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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

Pacific Center for Financial Services's SCHX Position: Q4 2021 in Review

Pacific Center for Financial Services sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2021, closing a stake of 1,626 shares — an estimated $28K sold.

Pacific Center for Financial Services first reported a position in SCHX in Q3 2021 and held it in 1 quarter. The position peaked at $28K in Q3 2021. 992 funds tracked by Wall St. Rank hold SCHX as of Q4 2021.

  • Pacific Center for Financial Services reported no remaining Schwab US Large- Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Pacific Center for Financial Services sold 1,626 Schwab US Large- Cap ETF shares in Q4 2021, an estimated $28K.
  • Pacific Center for Financial Services first reported a position in Schwab US Large- Cap ETF in Q3 2021 and held it in 1 quarter.
  • Pacific Center for Financial Services's Schwab US Large- Cap ETF position peaked at $28K in Q3 2021.
  • 992 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2021.

Based on Pacific Center for Financial Services's 13F filing for Q4 2021, filed 14 Feb 2022.