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SBK Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

SBK Financial’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
Q1 		– Sell
-1,422
Closed -$27K – 120
2021
Q4 		$27K Buy
+1,422
New +$26.3K 0.02% 108

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 $751B AUM 38.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $5.27B AUM 19.34% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

SBK Financial's SCHX Position: Q1 2022 in Review

SBK Financial sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2022, closing a stake of 1,422 shares — an estimated $27K sold.

SBK Financial first reported a position in SCHX in Q4 2021 and held it in 1 quarter. The position peaked at $27K in Q4 2021. 984 funds tracked by Wall St. Rank hold SCHX as of Q1 2022.

  • SBK Financial reported no remaining Schwab US Large- Cap ETF position as of Q1 2022 after selling out during the quarter.
  • SBK Financial sold 1,422 Schwab US Large- Cap ETF shares in Q1 2022, an estimated $27K.
  • SBK Financial first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 1 quarter.
  • SBK Financial's Schwab US Large- Cap ETF position peaked at $27K in Q4 2021.
  • 984 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2022.

Based on SBK Financial's 13F filing for Q1 2022, filed 13 May 2022.