Sanford Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sanford Advisory 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 Q4	$7.79M	Buy	517,800 +9,351	+2%	+$142K	1.86%	14
2022 Q3	$7.18M	Buy	508,449 +385,116	+312%	+$6.04M	2.05%	13
2022 Q2	$1.84M	Buy	+123,333	New	+$2M	0.52%	26

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

SFG

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

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

MGIA

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

Sanford Advisory Services's SCHX Position: Q4 2022 in Review

Sanford Advisory Services increased its Schwab US Large- Cap ETF (SCHX) stake by 1.8% in Q4 2022, buying an estimated $142K and bringing the position to 517,800 shares worth $7.79M. The position accounts for 1.86% of the portfolio, ranked #14.

Sanford Advisory Services first reported a position in SCHX in Q2 2022 and has held it in 3 quarters since. 1,035 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

Sanford Advisory Services held 517,800 shares of Schwab US Large- Cap ETF worth $7.79M as of Q4 2022.
Sanford Advisory Services bought 9,351 Schwab US Large- Cap ETF shares in Q4 2022, an estimated $142K.
Schwab US Large- Cap ETF made up 1.86% of Sanford Advisory Services's portfolio in Q4 2022, its #14 holding.
Sanford Advisory Services first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 3 quarters since.
1,035 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.