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

Professional Financial 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	–	Sell	-294	Closed	-$4K	–	376
2022 Q3	$4K	Hold	294	–	–	﹤0.01%	392
2022 Q2	$4K	Buy	294 +3	+1%	+$49	﹤0.01%	390
2022 Q1	$5K	Sell	291 -3	-1%	-$53	﹤0.01%	377
2021 Q4	$6K	Buy	294 +144	+96%	+$2.66K	﹤0.01%	364
2021 Q3	$3K	Hold	150	–	–	﹤0.01%	355
2021 Q2	$3K	Hold	150	–	–	﹤0.01%	356
2021 Q1	$2K	Hold	150	–	–	﹤0.01%	338
2020 Q4	$2K	Buy	+150	New	+$2.15K	﹤0.01%	334

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

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

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

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

SFG

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

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

MGIA

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

Professional Financial Advisors's SCHX Position: Q4 2022 in Review

Professional Financial Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2022, closing a stake of 294 shares — an estimated $4K sold.

Professional Financial Advisors first reported a position in SCHX in Q4 2020 and held it in 8 quarters. The position peaked at $6K in Q4 2021. 1,035 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

Professional Financial Advisors reported no remaining Schwab US Large- Cap ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 294 Schwab US Large- Cap ETF shares in Q4 2022, an estimated $4K.
Professional Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2020 and held it in 8 quarters.
Professional Financial Advisors's Schwab US Large- Cap ETF position peaked at $6K in Q4 2021.
1,035 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.