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

Radnor 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 Q3	$2.62M	Sell	185,508 -14,049	-7%	-$220K	0.92%	18
2022 Q2	$2.97M	Buy	199,557 +17,187	+9%	+$278K	1.02%	18
2022 Q1	$3.27M	Buy	182,370 +5,694	+3%	+$101K	1.19%	17
2021 Q4	$3.35M	Buy	176,676 +1,014	+0.6%	+$18.7K	1.19%	16
2021 Q3	$3.05M	Sell	175,662 -2,544	-1%	-$45.4K	1.1%	17
2021 Q2	$3.09M	Buy	178,206 +870	+0.5%	+$14.7K	1.11%	16
2021 Q1	$2.98M	Sell	177,336 -25,152	-12%	-$394K	1.3%	14
2020 Q4	$3.07M	Buy	202,488 +11,322	+6%	+$162K	1.43%	13
2020 Q3	$2.57M	Buy	191,166 +6,462	+3%	+$85.9K	1.47%	13
2020 Q2	$2.28M	Sell	184,704 -2,472	-1%	-$28.8K	1.37%	14
2020 Q1	$1.91M	Buy	187,176 +2,682	+1%	+$32.6K	1.62%	14
2019 Q4	$2.36M	Buy	+184,494	New	+$2.26M	1.62%	16

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

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

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

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

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

HSA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFG

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Radnor Financial Advisors's SCHX Position: Q3 2022 in Review

Radnor Financial Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 7% in Q3 2022, selling an estimated $220K and leaving 185,508 shares worth $2.62M. The position accounts for 0.92% of the portfolio, ranked #18.

Radnor Financial Advisors first reported a position in SCHX in Q4 2019 and has held it in 12 quarters since. The position peaked at $3.35M in Q4 2021. 960 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

Radnor Financial Advisors held 185,508 shares of Schwab US Large- Cap ETF worth $2.62M as of Q3 2022.
Radnor Financial Advisors sold 14,049 Schwab US Large- Cap ETF shares in Q3 2022, an estimated $220K.
Schwab US Large- Cap ETF made up 0.92% of Radnor Financial Advisors's portfolio in Q3 2022, its #18 holding.
Radnor Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 12 quarters since.
Radnor Financial Advisors's Schwab US Large- Cap ETF position peaked at $3.35M in Q4 2021.
960 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on Radnor Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.