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Richard Bernstein Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Richard Bernstein 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
2022
Q3 		– Sell
-88,041
Closed -$1.31M – 235
2022
Q2 		$1.31M Buy
88,041
+675
+0.8% +$10.9K 0.03% 197
2022
Q1 		$1.57M Sell
87,366
-3,822
-4% -$67.7K 0.03% 215
2021
Q4 		$1.73M Sell
91,188
-114,390
-56% -$2.11M 0.03% 215
2021
Q3 		$3.56M Buy
205,578
+41,592
+25% +$742K 0.07% 150
2021
Q2 		$2.84M Buy
163,986
+1,104
+0.7% +$18.6K 0.06% 170
2021
Q1 		$2.61M Sell
162,882
-6,372
-4% -$99.8K 0.06% 180
2020
Q4 		$2.57M Sell
169,254
-6,768
-4% -$96.8K 0.06% 172
2020
Q3 		$2.37M Buy
176,022
+3,120
+2% +$41.5K 0.07% 152
2020
Q2 		$2.13M Sell
172,902
-244,578
-59% -$2.85M 0.07% 157
2020
Q1 		$4.26M Buy
417,480
+36,612
+10% +$445K 0.15% 72
2019
Q4 		$4.5M Hold
380,868
– – 0.15% 106
2019
Q3 		$4.5M Buy
380,868
+55,800
+17% +$658K 0.15% 104
2019
Q2 		$3.8M Sell
325,068
-105,576
-25% -$1.21M 0.13% 124
2019
Q1 		$4.85M Buy
430,644
+77,550
+22% +$840K 0.16% 109
2018
Q4 		$3.51M Buy
353,094
+26,538
+8% +$285K 0.13% 153
2018
Q3 		$3.79M Buy
326,556
+16,158
+5% +$184K 0.11% 212
2018
Q2 		$3.36M Buy
310,398
+151,236
+95% +$1.63M 0.11% 196
2018
Q1 		$1.67M Buy
+159,162
New +$1.73M 0.06% 228

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

Richard Bernstein Advisors's SCHX Position: Q3 2022 in Review

Richard Bernstein Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2022, closing a stake of 88,041 shares — an estimated $1.31M sold.

Richard Bernstein Advisors first reported a position in SCHX in Q1 2018 and held it in 18 quarters. The position peaked at $4.85M in Q1 2019. 959 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

  • Richard Bernstein Advisors reported no remaining Schwab US Large- Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Richard Bernstein Advisors sold 88,041 Schwab US Large- Cap ETF shares in Q3 2022, an estimated $1.31M.
  • Richard Bernstein Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2018 and held it in 18 quarters.
  • Richard Bernstein Advisors's Schwab US Large- Cap ETF position peaked at $4.85M in Q1 2019.
  • 959 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on Richard Bernstein Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.