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

Reitz Capital 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
2023 Q3	–	Sell	-195,093	Closed	-$3.41M	–	69
2023 Q2	$3.41M	Buy	195,093 +181,443	+1,329%	+$3M	3.11%	9
2023 Q1	$220K	Sell	13,650 -210	-2%	-$3.31K	0.2%	47
2022 Q4	$209K	Buy	+13,860	New	+$210K	0.2%	47
2022 Q3	–	Sell	-17,694	Closed	-$263K	–	53
2022 Q2	$263K	Sell	17,694 -18,390	-51%	-$298K	0.24%	43
2022 Q1	$648K	Sell	36,084 -15,780	-30%	-$279K	0.47%	25
2021 Q4	$899K	Buy	51,864 +15,540	+43%	+$287K	0.63%	22
2021 Q3	$630K	Sell	36,324 -15,540	-30%	-$277K	0.47%	23
2021 Q2	$899K	Sell	51,864 -7,722	-13%	-$130K	0.63%	22
2021 Q1	$954K	Sell	59,586 -2,460	-4%	-$38.5K	0.7%	21
2020 Q4	$941K	Sell	62,046 -870	-1%	-$12.4K	0.76%	20
2020 Q3	$845K	Buy	62,916 +35,010	+125%	+$465K	0.77%	18
2020 Q2	$345K	Sell	27,906 -30,846	-53%	-$359K	0.44%	22
2020 Q1	$600K	Buy	58,752 +30	+0.1%	+$364	0.78%	16
2019 Q4	$752K	Sell	58,722 -510	-0.9%	-$6.25K	0.81%	19
2019 Q3	$700K	Sell	59,232 -15,708	-21%	-$185K	0.79%	20
2019 Q2	$877K	Sell	74,940 -7,800	-9%	-$89.6K	0.99%	22
2019 Q1	$932K	Sell	82,740 -9,270	-10%	-$100K	1.08%	21
2018 Q4	$915K	Buy	+92,010	New	+$988K	1.11%	21

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

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

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

HSA

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

SFG

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

MGIA

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

Reitz Capital Advisors's SCHX Position: Q3 2023 in Review

Reitz Capital Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2023, closing a stake of 195,093 shares — an estimated $3.41M sold.

Reitz Capital Advisors first reported a position in SCHX in Q4 2018 and held it in 18 quarters. The position peaked at $3.41M in Q2 2023. 1,044 funds tracked by Wall St. Rank hold SCHX as of Q3 2023.

Reitz Capital Advisors reported no remaining Schwab US Large- Cap ETF position as of Q3 2023 after selling out during the quarter.
Reitz Capital Advisors sold 195,093 Schwab US Large- Cap ETF shares in Q3 2023, an estimated $3.41M.
Reitz Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2018 and held it in 18 quarters.
Reitz Capital Advisors's Schwab US Large- Cap ETF position peaked at $3.41M in Q2 2023.
1,044 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2023.

Based on Reitz Capital Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.