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

Personal Capital 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
2022
Q4 		$1.62M Buy
107,574
+1,311
+1% +$19.8K 0.01% 219
2022
Q3 		$1.5M Buy
106,263
+7,452
+8% +$117K 0.01% 221
2022
Q2 		$1.47M Buy
98,811
+30,165
+44% +$489K 0.01% 220
2022
Q1 		$1.23M Sell
68,646
-20,868
-23% -$369K 0.01% 237
2021
Q4 		$1.68M Buy
89,514
+8,466
+10% +$156K 0.01% 237
2021
Q3 		$1.41M Buy
81,048
+3,852
+5% +$68.7K 0.01% 240
2021
Q2 		$1.34M Sell
77,196
-2,286
-3% -$38.6K 0.01% 243
2021
Q1 		$1.27M Buy
79,482
+8,904
+13% +$139K 0.01% 243
2020
Q4 		$1.07M Buy
70,578
+19,356
+38% +$277K 0.01% 247
2020
Q3 		$688K Buy
51,222
+6,918
+16% +$91.9K 0.01% 265
2020
Q2 		$547K Sell
44,304
-7,548
-15% -$88K ﹤0.01% 248
2020
Q1 		$448K Buy
51,852
+6,720
+15% +$81.6K ﹤0.01% 257
2019
Q4 		$578K Buy
45,132
+3,276
+8% +$40.2K ﹤0.01% 252
2019
Q3 		$494K Buy
41,856
+4,554
+12% +$53.7K ﹤0.01% 247
2019
Q2 		$436K Sell
37,302
-4,386
-11% -$50.4K ﹤0.01% 247
2019
Q1 		$470K Buy
41,688
+6,810
+20% +$73.8K 0.01% 238
2018
Q4 		$347K Sell
34,878
-6,228
-15% -$66.8K ﹤0.01% 251
2018
Q3 		$477K Sell
41,106
-24,534
-37% -$279K 0.01% 226
2018
Q2 		$711K Sell
65,640
-40,302
-38% -$435K 0.01% 189
2018
Q1 		$1.11M Sell
105,942
-573,384
-84% -$6.24M 0.02% 170
2017
Q4 		$7.22M Buy
679,326
+591,024
+669% +$6.12M 0.12% 118
2017
Q3 		$884K Sell
88,302
-20,436
-19% -$201K 0.02% 171
2017
Q2 		$1.05M Buy
108,738
+75,336
+226% +$719K 0.02% 166
2017
Q1 		$313K Sell
33,402
-990
-3% -$9.15K 0.01% 182
2016
Q4 		$305K Buy
34,392
+162
+0.5% +$1.41K 0.01% 155
2016
Q3 		$292K Sell
34,230
-1,008
-3% -$8.64K 0.01% 153
2016
Q2 		$292K Buy
35,238
+2,358
+7% +$19.4K 0.01% 152
2016
Q1 		$268K Sell
32,880
-66
-0.2% -$509 0.01% 145
2015
Q4 		$267K Sell
32,946
-12,900
-28% -$105K 0.01% 142
2015
Q3 		$350K Buy
45,846
+12,162
+36% +$98.4K 0.02% 133
2015
Q2 		$277K Buy
+33,684
New +$283K 0.02% 133

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 $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Personal Capital Advisors's SCHX Position: Q4 2022 in Review

Personal Capital Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 1.2% in Q4 2022, buying an estimated $19.8K and bringing the position to 107,574 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #219.

Personal Capital Advisors first reported a position in SCHX in Q2 2015 and has held it in 31 quarters since. The position peaked at $7.22M in Q4 2017. 1,036 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

  • Personal Capital Advisors held 107,574 shares of Schwab US Large- Cap ETF worth $1.62M as of Q4 2022.
  • Personal Capital Advisors bought 1,311 Schwab US Large- Cap ETF shares in Q4 2022, an estimated $19.8K.
  • Schwab US Large- Cap ETF made up 0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #219 holding.
  • Personal Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2015 and has held it in 31 quarters since.
  • Personal Capital Advisors's Schwab US Large- Cap ETF position peaked at $7.22M in Q4 2017.
  • 1,036 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.