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Schaper Benz & Wise Investment Counsel’s Schwab US Large- Cap ETF SCHX Stock Holding History

Schaper Benz & Wise Investment Counsel’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
-11,712
Closed -$222K – 151
2021
Q4 		$222K Buy
+11,712
New +$216K 0.02% 143

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's SCHX Position: Q1 2022 in Review

Schaper Benz & Wise Investment Counsel sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2022, closing a stake of 11,712 shares — an estimated $222K sold.

Schaper Benz & Wise Investment Counsel first reported a position in SCHX in Q4 2021 and held it in 1 quarter. The position peaked at $222K in Q4 2021. 984 funds tracked by Wall St. Rank hold SCHX as of Q1 2022.

  • Schaper Benz & Wise Investment Counsel reported no remaining Schwab US Large- Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Schaper Benz & Wise Investment Counsel sold 11,712 Schwab US Large- Cap ETF shares in Q1 2022, an estimated $222K.
  • Schaper Benz & Wise Investment Counsel first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 1 quarter.
  • Schaper Benz & Wise Investment Counsel's Schwab US Large- Cap ETF position peaked at $222K in Q4 2021.
  • 984 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2022.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q1 2022, filed 29 Apr 2022.