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

Paracle 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 Q1	$1.06M	Buy	66,516 +6	+0%	+$94	0.19%	48
2020 Q4	$1.01M	Buy	66,510 +6	+0%	+$86	0.19%	52
2020 Q3	$893K	Sell	66,504 -72	-0.1%	-$957	0.19%	48
2020 Q2	$822K	Sell	66,576 -654	-1%	-$7.62K	0.19%	48
2020 Q1	$686K	Buy	67,230 +6,198	+10%	+$75.3K	0.19%	49
2019 Q4	$781K	Buy	61,032 +12,762	+26%	+$156K	0.18%	40
2019 Q3	$570K	Sell	48,270 -672	-1%	-$7.92K	0.14%	44
2019 Q2	$572K	Hold	48,942	–	–	0.14%	41
2019 Q1	$551K	Buy	48,942 +3,912	+9%	+$42.4K	0.14%	41
2018 Q4	$448K	Sell	45,030 -282	-0.6%	-$3.03K	0.13%	41
2018 Q3	$525K	Sell	45,312 -8,988	-17%	-$102K	0.16%	38
2018 Q2	$588K	Buy	54,300 +90	+0.2%	+$971	0.18%	34
2018 Q1	$569K	Sell	54,210 -4,572	-8%	-$49.7K	0.18%	32
2017 Q4	$624K	Buy	58,782 +12	+0%	+$124	0.21%	30
2017 Q3	$588K	Buy	58,770 +12	+0%	+$118	0.2%	30
2017 Q2	$565K	Buy	58,758 +588	+1%	+$5.61K	0.21%	27
2017 Q1	$545K	Buy	58,170 +2,766	+5%	+$25.6K	0.21%	31
2016 Q4	$491K	Buy	55,404 +3,840	+7%	+$33.4K	0.2%	33
2016 Q3	$444K	Buy	+51,564	New	+$442K	0.21%	33
2016 Q2	–	Sell	-51,918	Closed	-$422K	–	39
2016 Q1	$422K	Buy	51,918 +138	+0.3%	+$1.06K	0.23%	33
2015 Q4	$419K	Buy	51,780 +6	+0%	+$49	0.24%	32
2015 Q3	$394K	Sell	51,774 -1,950	-4%	-$15.8K	0.23%	29
2015 Q2	$442K	Buy	53,724 +42	+0.1%	+$353	0.29%	25
2015 Q1	$443K	Buy	53,682 +240	+0.4%	+$1.98K	0.29%	25
2014 Q4	$436K	Sell	53,442 -66	-0.1%	-$528	0.29%	29
2014 Q3	$419K	Buy	+53,508	New	+$421K	0.33%	24

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Paracle Advisors's SCHX Position: Q1 2021 in Review

Paracle Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.01% in Q1 2021, buying an estimated $94 and bringing the position to 66,516 shares worth $1.06M. The position accounts for 0.19% of the portfolio, ranked #48.

Paracle Advisors first reported a position in SCHX in Q3 2014 and has held it in 26 quarters since. 836 funds tracked by Wall St. Rank hold SCHX as of Q1 2021.

Paracle Advisors held 66,516 shares of Schwab US Large- Cap ETF worth $1.06M as of Q1 2021.
Paracle Advisors bought 6 Schwab US Large- Cap ETF shares in Q1 2021, an estimated $94.
Schwab US Large- Cap ETF made up 0.19% of Paracle Advisors's portfolio in Q1 2021, its #48 holding.
Paracle Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2014 and has held it in 26 quarters since.
836 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.