Selective Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Selective Wealth Management’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	–	Sell	-78	Closed	-$1K	–	617
2022 Q3	$1K	Hold	78	–	–	﹤0.01%	740
2022 Q2	$1K	Hold	78	–	–	﹤0.01%	734
2022 Q1	$1K	Hold	78	–	–	﹤0.01%	696
2021 Q4	$1K	Hold	78	–	–	﹤0.01%	643
2021 Q3	$1K	Hold	78	–	–	﹤0.01%	573
2021 Q2	$1K	Sell	78 -528	-87%	-$8.91K	﹤0.01%	489
2021 Q1	$10K	Hold	606	–	–	0.01%	255
2020 Q4	$9K	Sell	606 -714	-54%	-$10.2K	0.01%	255
2020 Q3	$18K	Sell	1,320 -660	-33%	-$8.77K	0.01%	163
2020 Q2	$24K	Buy	1,980 +6	+0.3%	+$70	0.02%	155
2020 Q1	$20K	Buy	1,974 +6	+0.3%	+$73	0.03%	106
2019 Q4	$25K	Buy	1,968 +12	+0.6%	+$147	0.03%	106
2019 Q3	$23K	Buy	+1,956	New	+$23.1K	0.03%	116
2018 Q3	$22K	Buy	+1,872	New	+$21.3K	0.26%	53

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 $1.81B AUM 22.3% 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

Selective Wealth Management's SCHX Position: Q4 2022 in Review

Selective Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2022, closing a stake of 78 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in SCHX in Q3 2018 and held it in 14 quarters. The position peaked at $25K in Q4 2019. 1,035 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

Selective Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 78 Schwab US Large- Cap ETF shares in Q4 2022, an estimated $1K.
Selective Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's Schwab US Large- Cap ETF position peaked at $25K in Q4 2019.
1,035 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.