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Sonora Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sonora Investment 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
2021
Q3 		$222K Buy
12,822
+1,200
+10% +$21.4K 0.03% 197
2021
Q2 		$201K Hold
11,622
– – 0.03% 187
2021
Q1 		$186K Sell
11,622
-1,560
-12% -$24.4K 0.01% 301
2020
Q4 		$200K Sell
13,182
-11,856
-47% -$170K 0.02% 297
2020
Q3 		$336K Buy
25,038
+22,344
+829% +$297K 0.03% 223
2020
Q2 		$33K Sell
2,694
-72
-3% -$839 ﹤0.01% 602
2020
Q1 		$28K Sell
2,766
-5,196
-65% -$63.1K ﹤0.01% 631
2019
Q4 		$102K Buy
7,962
+7,842
+6,535% +$96.1K 0.01% 344
2019
Q3 		$1K Hold
120
– – ﹤0.01% 1632
2019
Q2 		$1K Sell
120
-1,824
-94% -$21K ﹤0.01% 1641
2019
Q1 		$22K Buy
1,944
+1,824
+1,520% +$19.8K ﹤0.01% 761
2018
Q4 		$1K Sell
120
-6,600
-98% -$70.8K ﹤0.01% 1209
2018
Q3 		$78K Buy
6,720
+6,600
+5,500% +$75K 0.01% 323
2018
Q2 		$1K Hold
120
– – ﹤0.01% 1126
2018
Q1 		$1.26K Sell
120
-2,958
-96% -$32.2K ﹤0.01% 1103
2017
Q4 		$32.7K Buy
3,078
+2,958
+2,465% +$30.6K 0.01% 467
2017
Q3 		$1.2K Hold
120
– – ﹤0.01% 1044
2017
Q2 		$1.16K Hold
120
– – ﹤0.01% 931
2017
Q1 		$1.13K Hold
120
– – ﹤0.01% 882
2016
Q4 		$1.06K Hold
120
– – ﹤0.01% 798
2016
Q3 		$1.03K Sell
120
-1,368
-92% -$11.7K ﹤0.01% 781
2016
Q2 		$12.3K Buy
1,488
+1,368
+1,140% +$11.2K ﹤0.01% 535
2016
Q1 		$991 Hold
120
– – ﹤0.01% 888
2015
Q4 		$1K Hold
120
– – ﹤0.01% 759
2015
Q3 		$1K Buy
+120
New +$971 ﹤0.01% 1062

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Sonora Investment Management's SCHX Position: Q3 2021 in Review

Sonora Investment Management increased its Schwab US Large- Cap ETF (SCHX) stake by 10% in Q3 2021, buying an estimated $21.4K and bringing the position to 12,822 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #197.

Sonora Investment Management first reported a position in SCHX in Q3 2015 and has held it in 25 quarters since. The position peaked at $336K in Q3 2020. 869 funds tracked by Wall St. Rank hold SCHX as of Q3 2021.

  • Sonora Investment Management held 12,822 shares of Schwab US Large- Cap ETF worth $222K as of Q3 2021.
  • Sonora Investment Management bought 1,200 Schwab US Large- Cap ETF shares in Q3 2021, an estimated $21.4K.
  • Schwab US Large- Cap ETF made up 0.03% of Sonora Investment Management's portfolio in Q3 2021, its #197 holding.
  • Sonora Investment Management first reported a position in Schwab US Large- Cap ETF in Q3 2015 and has held it in 25 quarters since.
  • Sonora Investment Management's Schwab US Large- Cap ETF position peaked at $336K in Q3 2020.
  • 869 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.