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Quest Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Quest Capital Management’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
2021
Q4 		$8.68M Buy
457,668
+371,004
+428% +$6.85M 1.49% 9
2021
Q3 		$1.5M Buy
+86,664
New +$1.55M 0.3% 49

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 $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Quest Capital Management's SCHX Position: Q4 2021 in Review

Quest Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 428% in Q4 2021, buying an estimated $6.85M and bringing the position to 457,668 shares worth $8.68M. The position accounts for 1.49% of the portfolio, ranked #9.

Quest Capital Management first reported a position in SCHX in Q3 2021 and has held it in 2 quarters since. 992 funds tracked by Wall St. Rank hold SCHX as of Q4 2021.

  • Quest Capital Management held 457,668 shares of Schwab US Large- Cap ETF worth $8.68M as of Q4 2021.
  • Quest Capital Management bought 371,004 Schwab US Large- Cap ETF shares in Q4 2021, an estimated $6.85M.
  • Schwab US Large- Cap ETF made up 1.49% of Quest Capital Management's portfolio in Q4 2021, its #9 holding.
  • Quest Capital Management first reported a position in Schwab US Large- Cap ETF in Q3 2021 and has held it in 2 quarters since.
  • 992 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.