Patton Albertson Miller Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Patton Albertson Miller 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 Q2	–	Sell	-12,207	Closed	-$219K	–	245
2022 Q1	$219K	Sell	12,207 -603	-5%	-$10.7K	0.04%	237
2021 Q4	$243K	Hold	12,810	–	–	0.04%	237
2021 Q3	$222K	Buy	12,810 +450	+4%	+$8.03K	0.04%	232
2021 Q2	$214K	Buy	+12,360	New	+$209K	0.05%	198
2018 Q4	–	Sell	-12,360	Closed	-$130K	–	244
2018 Q3	$130K	Buy	+12,360	New	+$141K	0.07%	129

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Patton Albertson Miller Group's SCHX Position: Q2 2022 in Review

Patton Albertson Miller Group sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2022, closing a stake of 12,207 shares — an estimated $219K sold.

Patton Albertson Miller Group first reported a position in SCHX in Q3 2018 and held it in 5 quarters. The position peaked at $243K in Q4 2021. 968 funds tracked by Wall St. Rank hold SCHX as of Q2 2022.

Patton Albertson Miller Group reported no remaining Schwab US Large- Cap ETF position as of Q2 2022 after selling out during the quarter.
Patton Albertson Miller Group sold 12,207 Schwab US Large- Cap ETF shares in Q2 2022, an estimated $219K.
Patton Albertson Miller Group first reported a position in Schwab US Large- Cap ETF in Q3 2018 and held it in 5 quarters.
Patton Albertson Miller Group's Schwab US Large- Cap ETF position peaked at $243K in Q4 2021.
968 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2022.

Based on Patton Albertson Miller Group's 13F filing for Q2 2022, filed 22 Jul 2022.