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Palladium Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Palladium Partners’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 		$1.09M Hold
60,954
– – 0.05% 188
2021
Q4 		$1.16M Buy
60,954
+636
+1% +$11.7K 0.05% 184
2021
Q3 		$1.05M Hold
60,318
– – 0.05% 181
2021
Q2 		$1.04M Sell
60,318
-5,880
-9% -$99.2K 0.05% 182
2021
Q1 		$1.06M Buy
66,198
+5,880
+10% +$92.1K 0.05% 181
2020
Q4 		$914K Buy
60,318
+2,916
+5% +$41.7K 0.05% 169
2020
Q3 		$771K Sell
57,402
-240
-0.4% -$3.19K 0.05% 167
2020
Q2 		$712K Buy
57,642
+240
+0.4% +$2.8K 0.05% 166
2020
Q1 		$586K Sell
57,402
-552
-1% -$6.71K 0.05% 164
2019
Q4 		$742K Buy
57,954
+1,884
+3% +$23.1K 0.05% 175
2019
Q3 		$650K Sell
56,070
-1,128
-2% -$13.3K 0.05% 172
2019
Q2 		$669K Buy
57,198
+390
+0.7% +$4.48K 0.05% 182
2019
Q1 		$640K Buy
56,808
+738
+1% +$8K 0.05% 179
2018
Q4 		$558K Hold
56,070
– – 0.04% 182
2018
Q3 		$650K Sell
56,070
-210
-0.4% -$2.39K 0.04% 179
2018
Q2 		$610K Buy
56,280
+2,730
+5% +$29.4K 0.04% 184
2018
Q1 		$563K Sell
53,550
-1,716
-3% -$18.7K 0.04% 192
2017
Q4 		$587K Sell
55,266
-240
-0.4% -$2.49K 0.04% 186
2017
Q3 		$555K Hold
55,506
– – 0.04% 183
2017
Q2 		$534K Hold
55,506
– – 0.04% 183
2017
Q1 		$521K Buy
55,506
+3,078
+6% +$28.5K 0.04% 182
2016
Q4 		$465K Buy
52,428
+12,558
+31% +$109K 0.04% 192
2016
Q3 		$343K Buy
+39,870
New +$342K 0.03% 202
2013
Q3 		– Sell
-2,826
Closed -$18K – 593
2013
Q2 		$18K Buy
+2,826
New +$18.1K ﹤0.01% 440

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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

Palladium Partners's SCHX Position: Q1 2022 in Review

Palladium Partners held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2022 at 60,954 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #188.

Palladium Partners first reported a position in SCHX in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.16M in Q4 2021. 984 funds tracked by Wall St. Rank hold SCHX as of Q1 2022.

  • Palladium Partners held 60,954 shares of Schwab US Large- Cap ETF worth $1.09M as of Q1 2022.
  • Palladium Partners left its Schwab US Large- Cap ETF share count unchanged in Q1 2022.
  • Schwab US Large- Cap ETF made up 0.05% of Palladium Partners's portfolio in Q1 2022, its #188 holding.
  • Palladium Partners first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 24 quarters since.
  • Palladium Partners's Schwab US Large- Cap ETF position peaked at $1.16M in Q4 2021.
  • 984 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2022.

Based on Palladium Partners's 13F filing for Q1 2022, filed 26 Apr 2022.