Rather & Kittrell’s Schwab US Large- Cap ETF SCHX Stock Holding History

Rather & Kittrell’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 Q1	–	Sell	-1,140	Closed	-$21K	–	255
2021 Q4	$21K	Buy	+1,140	New	+$21.1K	0.02%	175

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

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

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 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

Rather & Kittrell's SCHX Position: Q1 2022 in Review

Rather & Kittrell sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2022, closing a stake of 1,140 shares — an estimated $21K sold.

Rather & Kittrell first reported a position in SCHX in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 984 funds tracked by Wall St. Rank hold SCHX as of Q1 2022.

Rather & Kittrell reported no remaining Schwab US Large- Cap ETF position as of Q1 2022 after selling out during the quarter.
Rather & Kittrell sold 1,140 Schwab US Large- Cap ETF shares in Q1 2022, an estimated $21K.
Rather & Kittrell first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 1 quarter.
Rather & Kittrell's Schwab US Large- Cap ETF position peaked at $21K in Q4 2021.
984 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.