Proffitt & Goodson’s Schwab US Large- Cap ETF SCHX Stock Holding History

Proffitt & Goodson’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 Q1	–	Sell	-9,624	Closed	-$145K	–	238
2022 Q4	$145K	Hold	9,624	–	–	0.03%	118
2022 Q3	$136K	Hold	9,624	–	–	0.03%	121
2022 Q2	$143K	Hold	9,624	–	–	0.03%	120
2022 Q1	$173K	Hold	9,624	–	–	0.03%	119
2021 Q4	$183K	Hold	9,624	–	–	0.03%	107
2021 Q3	$167K	Hold	9,624	–	–	0.03%	104
2021 Q2	$167K	Hold	9,624	–	–	0.03%	105
2021 Q1	$154K	Hold	9,624	–	–	0.03%	105
2020 Q4	$146K	Hold	9,624	–	–	0.03%	103
2020 Q3	$129K	Hold	9,624	–	–	0.03%	102
2020 Q2	$119K	Buy	+9,624	New	+$112K	0.03%	95

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

HSA

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 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

Proffitt & Goodson's SCHX Position: Q1 2023 in Review

Proffitt & Goodson sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2023, closing a stake of 9,624 shares — an estimated $145K sold.

Proffitt & Goodson first reported a position in SCHX in Q2 2020 and held it in 11 quarters. The position peaked at $183K in Q4 2021. 1,039 funds tracked by Wall St. Rank hold SCHX as of Q1 2023.

Proffitt & Goodson reported no remaining Schwab US Large- Cap ETF position as of Q1 2023 after selling out during the quarter.
Proffitt & Goodson sold 9,624 Schwab US Large- Cap ETF shares in Q1 2023, an estimated $145K.
Proffitt & Goodson first reported a position in Schwab US Large- Cap ETF in Q2 2020 and held it in 11 quarters.
Proffitt & Goodson's Schwab US Large- Cap ETF position peaked at $183K in Q4 2021.
1,039 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2023.

Based on Proffitt & Goodson's 13F filing for Q1 2023, filed 26 Apr 2023.