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Shilanski & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Shilanski & Associates’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
-619,788
Closed -$8.75M – 190
2022
Q3 		$8.75M Buy
+619,788
New +$9.72M 3.21% 9

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Shilanski & Associates's SCHX Position: Q4 2022 in Review

Shilanski & Associates sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2022, closing a stake of 619,788 shares — an estimated $8.75M sold.

Shilanski & Associates first reported a position in SCHX in Q3 2022 and held it in 1 quarter. The position peaked at $8.75M in Q3 2022. 1,036 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

  • Shilanski & Associates reported no remaining Schwab US Large- Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 619,788 Schwab US Large- Cap ETF shares in Q4 2022, an estimated $8.75M.
  • Shilanski & Associates first reported a position in Schwab US Large- Cap ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's Schwab US Large- Cap ETF position peaked at $8.75M in Q3 2022.
  • 1,036 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.