Round Table Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Round Table Services’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	$350K	Hold	24,762	–	–	0.07%	100
2022 Q2	$369K	Buy	24,762 +3,402	+16%	+$55.1K	0.07%	97
2022 Q1	$383K	Buy	21,360 +5,538	+35%	+$98K	0.06%	106
2021 Q4	$300K	Buy	15,822 +540	+4%	+$9.98K	0.06%	113
2021 Q3	$265K	Hold	15,282	–	–	0.06%	105
2021 Q2	$265K	Buy	+15,282	New	+$258K	0.06%	100

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

Round Table Services's SCHX Position: Q3 2022 in Review

Round Table Services held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2022 at 24,762 shares worth $350K. The position accounts for 0.07% of the portfolio, ranked #100.

Round Table Services first reported a position in SCHX in Q2 2021 and has held it in 6 quarters since. The position peaked at $383K in Q1 2022. 959 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

Round Table Services held 24,762 shares of Schwab US Large- Cap ETF worth $350K as of Q3 2022.
Round Table Services left its Schwab US Large- Cap ETF share count unchanged in Q3 2022.
Schwab US Large- Cap ETF made up 0.07% of Round Table Services's portfolio in Q3 2022, its #100 holding.
Round Table Services first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 6 quarters since.
Round Table Services's Schwab US Large- Cap ETF position peaked at $383K in Q1 2022.
959 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on Round Table Services's 13F filing for Q3 2022, filed 25 Oct 2022.