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

Southern 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	$1.75M	Sell	108,444 -1,269	-1%	-$20K	0.68%	38
2022 Q4	$1.65M	Buy	109,713 +4,554	+4%	+$68.9K	0.66%	38
2022 Q3	$1.6M	Buy	105,159 +40,509	+63%	+$636K	0.64%	36
2022 Q2	$962K	Buy	64,650 +183	+0.3%	+$2.96K	0.37%	39
2022 Q1	$1.16M	Sell	64,467 -2,613	-4%	-$46.3K	0.38%	39
2021 Q4	$1.27M	Buy	67,080 +1,698	+3%	+$31.4K	0.5%	34
2021 Q3	$1.13M	Buy	65,382 +150	+0.2%	+$2.67K	0.33%	40
2021 Q2	$1.17M	Sell	65,232 -2,718	-4%	-$45.9K	0.34%	40
2021 Q1	$1.09M	Buy	67,950 +6,942	+11%	+$109K	0.36%	40
2020 Q4	$925K	Buy	61,008 +168	+0.3%	+$2.4K	0.35%	40
2020 Q3	$818K	Sell	60,840 -228,258	-79%	-$3.03M	0.3%	41
2020 Q2	$3.57M	Buy	289,098 +254,082	+726%	+$2.96M	0.69%	15
2020 Q1	$357K	Sell	35,016 -696	-2%	-$8.45K	0.07%	42
2019 Q4	$457K	Buy	+35,712	New	+$438K	0.09%	44

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 $1.54B AUM 16.9% 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

Southern Wealth Management's SCHX Position: Q1 2023 in Review

Southern Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.2% in Q1 2023, selling an estimated $20K and leaving 108,444 shares worth $1.75M. The position accounts for 0.68% of the portfolio, ranked #38.

Southern Wealth Management first reported a position in SCHX in Q4 2019 and has held it in 14 quarters since. The position peaked at $3.57M in Q2 2020. 1,039 funds tracked by Wall St. Rank hold SCHX as of Q1 2023.

Southern Wealth Management held 108,444 shares of Schwab US Large- Cap ETF worth $1.75M as of Q1 2023.
Southern Wealth Management sold 1,269 Schwab US Large- Cap ETF shares in Q1 2023, an estimated $20K.
Schwab US Large- Cap ETF made up 0.68% of Southern Wealth Management's portfolio in Q1 2023, its #38 holding.
Southern Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 14 quarters since.
Southern Wealth Management's Schwab US Large- Cap ETF position peaked at $3.57M in Q2 2020.
1,039 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2023.

Based on Southern Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.