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

San Luis 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
2022 Q2	–	Sell	-978	Closed	-$37K	–	356
2022 Q1	$37K	Buy	+978	New	+$17.3K	0.02%	263

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CSIA

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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

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

San Luis Wealth Advisors's SCHX Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2022, closing a stake of 978 shares — an estimated $37K sold.

San Luis Wealth Advisors first reported a position in SCHX in Q1 2022 and held it in 1 quarter. The position peaked at $37K in Q1 2022. 968 funds tracked by Wall St. Rank hold SCHX as of Q2 2022.

San Luis Wealth Advisors reported no remaining Schwab US Large- Cap ETF position as of Q2 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 978 Schwab US Large- Cap ETF shares in Q2 2022, an estimated $37K.
San Luis Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2022 and held it in 1 quarter.
San Luis Wealth Advisors's Schwab US Large- Cap ETF position peaked at $37K in Q1 2022.
968 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.