RGT Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

RGT Wealth 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 Q2	–	Sell	-19,152	Closed	-$307K	–	60
2021 Q1	$307K	Buy	19,152 +96	+0.5%	+$1.5K	0.06%	37
2020 Q4	$289K	Buy	19,056 +78	+0.4%	+$1.12K	0.06%	49
2020 Q3	$255K	Buy	+18,978	New	+$252K	0.06%	32
2018 Q2	–	Sell	-47,886	Closed	-$503K	–	75
2018 Q1	$503K	Sell	47,886 -18,846	-28%	-$205K	0.24%	43
2017 Q4	$709K	Buy	66,732 +144	+0.2%	+$1.49K	0.38%	35
2017 Q3	$666K	Buy	66,588 +654	+1%	+$6.42K	0.44%	31
2017 Q2	$635K	Buy	65,934 +2,190	+3%	+$20.9K	0.43%	30
2017 Q1	$598K	Buy	63,744 +372	+0.6%	+$3.44K	0.41%	33
2016 Q4	$563K	Buy	63,372 +66	+0.1%	+$573	0.32%	42
2016 Q3	$545K	Buy	+63,306	New	+$543K	0.34%	43

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

RGT Wealth Advisors's SCHX Position: Q2 2021 in Review

RGT Wealth Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2021, closing a stake of 19,152 shares — an estimated $307K sold.

RGT Wealth Advisors first reported a position in SCHX in Q3 2016 and held it in 10 quarters. The position peaked at $709K in Q4 2017. 872 funds tracked by Wall St. Rank hold SCHX as of Q2 2021.

RGT Wealth Advisors reported no remaining Schwab US Large- Cap ETF position as of Q2 2021 after selling out during the quarter.
RGT Wealth Advisors sold 19,152 Schwab US Large- Cap ETF shares in Q2 2021, an estimated $307K.
RGT Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2016 and held it in 10 quarters.
RGT Wealth Advisors's Schwab US Large- Cap ETF position peaked at $709K in Q4 2017.
872 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2021.

Based on RGT Wealth Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.