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

Silicon Hills 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
2023 Q1	–	Sell	-16,569	Closed	-$249K	–	98
2022 Q4	$249K	Sell	16,569 -948	-5%	-$14.3K	0.19%	82
2022 Q3	$247K	Sell	17,517 -3,636	-17%	-$57K	0.2%	81
2022 Q2	$315K	Sell	21,153 -5,754	-21%	-$93.2K	0.23%	78
2022 Q1	$483K	Sell	26,907 -2,979	-10%	-$52.7K	0.31%	71
2021 Q4	$567K	Sell	29,886 -9,312	-24%	-$172K	0.35%	68
2021 Q3	$680K	Sell	39,198 -534	-1%	-$9.52K	0.47%	60
2021 Q2	$689K	Sell	39,732 -144	-0.4%	-$2.43K	0.54%	52
2021 Q1	$638K	Sell	39,876 -1,014	-2%	-$15.9K	0.58%	52
2020 Q4	$620K	Sell	40,890 -858	-2%	-$12.3K	0.56%	46
2020 Q3	$561K	Sell	41,748 -5,586	-12%	-$74.2K	0.58%	46
2020 Q2	$585K	Sell	47,334 -42	-0.1%	-$489	0.7%	40
2020 Q1	$484K	Buy	47,376 +46,692	+6,826%	+$567K	0.64%	43
2019 Q4	$810	Buy	+684	New	+$8.38K	0.62%	39

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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

Silicon Hills Wealth Management's SCHX Position: Q1 2023 in Review

Silicon Hills Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2023, closing a stake of 16,569 shares — an estimated $249K sold.

Silicon Hills Wealth Management first reported a position in SCHX in Q4 2019 and held it in 13 quarters. The position peaked at $689K in Q2 2021. 1,039 funds tracked by Wall St. Rank hold SCHX as of Q1 2023.

Silicon Hills Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2023 after selling out during the quarter.
Silicon Hills Wealth Management sold 16,569 Schwab US Large- Cap ETF shares in Q1 2023, an estimated $249K.
Silicon Hills Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and held it in 13 quarters.
Silicon Hills Wealth Management's Schwab US Large- Cap ETF position peaked at $689K in Q2 2021.
1,039 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.