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

Reilly 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
2021
Q4 		$247K Buy
13,044
+1,392
+12% +$25.7K 0.02% 188
2021
Q3 		$202K Buy
11,652
+672
+6% +$12K 0.02% 199
2021
Q2 		$190K Buy
10,980
+582
+6% +$9.82K 0.02% 212
2021
Q1 		$166K Hold
10,398
– – 0.01% 216
2020
Q4 		$158K Hold
10,398
– – 0.01% 211
2020
Q3 		$140K Buy
10,398
+1,848
+22% +$24.6K 0.02% 205
2020
Q2 		$106K Hold
8,550
– – 0.01% 222
2020
Q1 		$87K Hold
8,550
– – 0.01% 236
2019
Q4 		$109K Sell
8,550
-1,284
-13% -$15.7K 0.01% 235
2019
Q3 		$116K Sell
9,834
-7,452
-43% -$87.8K 0.01% 231
2019
Q2 		$202K Sell
17,286
-684
-4% -$7.86K 0.03% 175
2019
Q1 		$203K Buy
17,970
+636
+4% +$6.89K 0.03% 171
2018
Q4 		$172K Sell
17,334
-444
-2% -$4.76K 0.03% 184
2018
Q3 		$206K Buy
17,778
+264
+2% +$3K 0.03% 174
2018
Q2 		$190K Hold
17,514
– – 0.03% 170
2018
Q1 		$184K Hold
17,514
– – 0.03% 170
2017
Q4 		$186K Sell
17,514
-600
-3% -$6.21K 0.03% 169
2017
Q3 		$181K Sell
18,114
-450
-2% -$4.42K 0.03% 159
2017
Q2 		$179K Sell
18,564
-732
-4% -$6.98K 0.03% 159
2017
Q1 		$181K Buy
19,296
+12,414
+180% +$115K 0.03% 155
2016
Q4 		$61K Hold
6,882
– – 0.01% 254
2016
Q3 		$59K Hold
6,882
– – 0.01% 249
2016
Q2 		$57K Hold
6,882
– – 0.01% 246
2016
Q1 		$56K Hold
6,882
– – 0.01% 369
2015
Q4 		$56K Hold
6,882
– – 0.01% 381
2015
Q3 		$53K Hold
6,882
– – 0.01% 379
2015
Q2 		$57K Buy
+6,882
New +$57.8K 0.01% 408

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 $1.81B AUM 22.3% 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

Reilly Financial Advisors's SCHX Position: Q4 2021 in Review

Reilly Financial Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 12% in Q4 2021, buying an estimated $25.7K and bringing the position to 13,044 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #188.

Reilly Financial Advisors first reported a position in SCHX in Q2 2015 and has held it in 27 quarters since. 992 funds tracked by Wall St. Rank hold SCHX as of Q4 2021.

  • Reilly Financial Advisors held 13,044 shares of Schwab US Large- Cap ETF worth $247K as of Q4 2021.
  • Reilly Financial Advisors bought 1,392 Schwab US Large- Cap ETF shares in Q4 2021, an estimated $25.7K.
  • Schwab US Large- Cap ETF made up 0.02% of Reilly Financial Advisors's portfolio in Q4 2021, its #188 holding.
  • Reilly Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2015 and has held it in 27 quarters since.
  • 992 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.