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

RegentAtlantic Capital’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 		$4.65M Buy
329,511
+89,757
+37% +$1.41M 0.14% 110
2022
Q2 		$3.57M Buy
239,754
+205,791
+606% +$3.33M 0.12% 133
2022
Q1 		$610K Buy
+33,963
New +$601K 0.02% 415
2015
Q1 		– Sell
-768
Closed -$6.28K – 831
2014
Q4 		$6.28K Buy
+768
New +$6.14K ﹤0.01% 984

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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 $1.81B AUM 22.3% 1-Year Est. Return

RegentAtlantic Capital's SCHX Position: Q3 2022 in Review

RegentAtlantic Capital increased its Schwab US Large- Cap ETF (SCHX) stake by 37% in Q3 2022, buying an estimated $1.41M and bringing the position to 329,511 shares worth $4.65M. The position accounts for 0.14% of the portfolio, ranked #110.

RegentAtlantic Capital first reported a position in SCHX in Q4 2014 and has held it in 4 quarters since. 959 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

  • RegentAtlantic Capital held 329,511 shares of Schwab US Large- Cap ETF worth $4.65M as of Q3 2022.
  • RegentAtlantic Capital bought 89,757 Schwab US Large- Cap ETF shares in Q3 2022, an estimated $1.41M.
  • Schwab US Large- Cap ETF made up 0.14% of RegentAtlantic Capital's portfolio in Q3 2022, its #110 holding.
  • RegentAtlantic Capital first reported a position in Schwab US Large- Cap ETF in Q4 2014 and has held it in 4 quarters since.
  • 959 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.