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Pacific Edge Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Pacific Edge Advisors’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
Q3 		$70.8M Buy
4,082,250
+64,686
+2% +$1.15M 34.43% 1
2021
Q2 		$69.6M Sell
4,017,564
-330,354
-8% -$5.57M 36.19% 1
2021
Q1 		$69.6M Buy
4,347,918
+92,826
+2% +$1.45M 33.51% 1
2020
Q4 		$64.5M Sell
4,255,092
-90,354
-2% -$1.29M 33.58% 1
2020
Q3 		$58.4M Buy
4,345,446
+6,966
+0.2% +$92.6K 33.62% 1
2020
Q2 		$53.6M Sell
4,338,480
-129,504
-3% -$1.51M 31.61% 1
2020
Q1 		$45.6M Buy
4,467,984
+1,594,146
+55% +$19.4M 32.57% 1
2019
Q4 		$36.8M Sell
2,873,838
-210,462
-7% -$2.58M 22.43% 1
2019
Q3 		$36.5M Buy
3,084,300
+28,476
+0.9% +$336K 23.83% 1
2019
Q2 		$35.7M Sell
3,055,824
-80,970
-3% -$930K 23.6% 1
2019
Q1 		$35.3M Sell
3,136,794
-216,294
-6% -$2.34M 21.41% 1
2018
Q4 		$33.4M Sell
3,353,088
-320,028
-9% -$3.43M 21.24% 1
2018
Q3 		$42.6M Sell
3,673,116
-146,958
-4% -$1.67M 23.51% 1
2018
Q2 		$41.4M Buy
3,820,074
+234,600
+7% +$2.53M 22.82% 1
2018
Q1 		$37.7M Buy
3,585,474
+390,204
+12% +$4.24M 23.19% 1
2017
Q4 		$34M Buy
+3,195,270
New +$33.1M 24.06% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
Creative Planning
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Pacific Edge Advisors's SCHX Position: Q3 2021 in Review

Pacific Edge Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 1.6% in Q3 2021, buying an estimated $1.15M and bringing the position to 4,082,250 shares worth $70.8M. The position accounts for 34.43% of the portfolio, ranked #1.

Pacific Edge Advisors first reported a position in SCHX in Q4 2017 and has held it in 16 quarters since. 869 funds tracked by Wall St. Rank hold SCHX as of Q3 2021.

  • Pacific Edge Advisors held 4,082,250 shares of Schwab US Large- Cap ETF worth $70.8M as of Q3 2021.
  • Pacific Edge Advisors bought 64,686 Schwab US Large- Cap ETF shares in Q3 2021, an estimated $1.15M.
  • Schwab US Large- Cap ETF made up 34.43% of Pacific Edge Advisors's portfolio in Q3 2021, its #1 holding.
  • Pacific Edge Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 16 quarters since.
  • 869 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2021.

Based on Pacific Edge Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.