Piershale Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Piershale Financial 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
2023 Q2	$16M	Buy	916,479 +915,579	+101,731%	+$15.1M	10.19%	2
2023 Q1	$14.5K	Sell	900 -300	-25%	-$4.72K	0.01%	88
2022 Q4	$18.1K	Buy	+1,200	New	+$18.2K	0.02%	72
2022 Q1	–	Sell	-3,418,098	Closed	-$64.8M	–	20
2021 Q4	$64.8M	Buy	3,418,098 +1,769,514	+107%	+$32.7M	24.73%	1
2021 Q3	$28.6M	Buy	1,648,584 +375,744	+30%	+$6.7M	11.78%	2
2021 Q2	$22.1M	Sell	1,272,840 -93,492	-7%	-$1.58M	8.69%	6
2021 Q1	$21.9M	Sell	1,366,332 -1,950,864	-59%	-$30.6M	9.46%	6
2020 Q4	$50.3M	Sell	3,317,196 -282,612	-8%	-$4.04M	24.15%	1
2020 Q3	$48.4M	Buy	3,599,808 +610,098	+20%	+$8.11M	27.82%	1
2020 Q2	$36.9M	Buy	+2,989,710	New	+$34.8M	21.5%	1
2020 Q1	–	Sell	-3,428,526	Closed	-$43.9M	–	19
2019 Q4	$43.9M	Sell	3,428,526 -369,372	-10%	-$4.53M	23.41%	1
2019 Q3	$44.9M	Buy	3,797,898 +167,904	+5%	+$1.98M	25.39%	1
2019 Q2	$42.5M	Buy	3,629,994 +776,226	+27%	+$8.92M	24.22%	1
2019 Q1	$32.2M	Sell	2,853,768 -971,538	-25%	-$10.5M	19.23%	1
2018 Q4	$38.1M	Buy	3,825,306 +1,322,610	+53%	+$14.2M	23.1%	1
2018 Q3	$29M	Buy	+2,502,696	New	+$28.5M	14.16%	2
2018 Q1	–	Sell	-2,305,356	Closed	-$24.5M	–	28
2017 Q4	$24.5M	Buy	2,305,356 +1,010,376	+78%	+$10.5M	12.61%	1
2017 Q3	$13M	Buy	+1,294,980	New	+$12.7M	7.34%	3
2017 Q1	–	Sell	-1,183,968	Closed	-$10.5M	–	27
2016 Q4	$10.5M	Buy	+1,183,968	New	+$10.3M	6.45%	8
2016 Q1	–	Sell	-1,567,212	Closed	-$12.7M	–	194
2015 Q4	$12.7M	Buy	+1,567,212	New	+$12.8M	7.71%	6
2015 Q2	–	Sell	-1,443,036	Closed	-$11.9M	–	141
2015 Q1	$11.9M	Sell	1,443,036 -280,554	-16%	-$2.31M	9.45%	7
2014 Q4	$14.1M	Buy	1,723,590 +934,902	+119%	+$7.47M	9.16%	6
2014 Q3	$6.18M	Sell	788,688 -43,602	-5%	-$343K	4.95%	6
2014 Q2	$6.5M	Buy	+832,290	New	+$6.3M	5.31%	8

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 $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Piershale Financial Group's SCHX Position: Q2 2023 in Review

Piershale Financial Group increased its Schwab US Large- Cap ETF (SCHX) stake by 101,731% in Q2 2023, buying an estimated $15.1M and bringing the position to 916,479 shares worth $16M. The position accounts for 10.19% of the portfolio, ranked #2.

Piershale Financial Group first reported a position in SCHX in Q2 2014 and has held it in 24 quarters since. The position peaked at $64.8M in Q4 2021. 1,072 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

Piershale Financial Group held 916,479 shares of Schwab US Large- Cap ETF worth $16M as of Q2 2023.
Piershale Financial Group bought 915,579 Schwab US Large- Cap ETF shares in Q2 2023, an estimated $15.1M.
Schwab US Large- Cap ETF made up 10.19% of Piershale Financial Group's portfolio in Q2 2023, its #2 holding.
Piershale Financial Group first reported a position in Schwab US Large- Cap ETF in Q2 2014 and has held it in 24 quarters since.
Piershale Financial Group's Schwab US Large- Cap ETF position peaked at $64.8M in Q4 2021.
1,072 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.