Stableford Capital II’s Schwab US Large- Cap ETF SCHX Stock Holding History

Stableford Capital II’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 Q2	–	Sell	-45,408	Closed	-$683K	–	132
2023 Q1	$683K	Buy	+45,408	New	+$715K	0.49%	36

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Stableford Capital II's SCHX Position: Q2 2023 in Review

Stableford Capital II sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2023, closing a stake of 45,408 shares — an estimated $683K sold.

Stableford Capital II first reported a position in SCHX in Q1 2023 and held it in 1 quarter. The position peaked at $683K in Q1 2023. 1,071 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

Stableford Capital II reported no remaining Schwab US Large- Cap ETF position as of Q2 2023 after selling out during the quarter.
Stableford Capital II sold 45,408 Schwab US Large- Cap ETF shares in Q2 2023, an estimated $683K.
Stableford Capital II first reported a position in Schwab US Large- Cap ETF in Q1 2023 and held it in 1 quarter.
Stableford Capital II's Schwab US Large- Cap ETF position peaked at $683K in Q1 2023.
1,071 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

Based on Stableford Capital II's 13F filing for Q2 2023, filed 11 Aug 2023.