Stillwater Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Stillwater Capital Advisors’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	-26,226	Closed	-$423K	–	72
2023 Q1	$423K	Hold	26,226	–	–	0.08%	58
2022 Q4	$395K	Hold	26,226	–	–	0.08%	58
2022 Q3	$370K	Hold	26,226	–	–	0.08%	57
2022 Q2	$390K	Hold	26,226	–	–	0.07%	64
2022 Q1	$471K	Hold	26,226	–	–	0.08%	62
2021 Q4	$498K	Hold	26,226	–	–	0.08%	60
2021 Q3	$455K	Hold	26,226	–	–	0.08%	62
2021 Q2	$454K	Hold	26,226	–	–	0.08%	63
2021 Q1	$420K	Hold	26,226	–	–	0.08%	62
2020 Q4	$398K	Hold	26,226	–	–	0.08%	59
2020 Q3	$352K	Hold	26,226	–	–	0.08%	57
2020 Q2	$324K	Hold	26,226	–	–	0.08%	57
2020 Q1	$268K	Hold	26,226	–	–	0.08%	57
2019 Q4	$336K	Hold	26,226	–	–	0.08%	62
2019 Q3	$310K	Hold	26,226	–	–	0.08%	61
2019 Q2	$307K	Hold	26,226	–	–	0.08%	65
2019 Q1	$296K	Hold	26,226	–	–	0.06%	73
2018 Q4	$261K	Hold	26,226	–	–	0.07%	73
2018 Q3	$304K	Buy	+26,226	New	+$298K	0.06%	67

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

Stillwater Capital Advisors's SCHX Position: Q2 2023 in Review

Stillwater Capital Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2023, closing a stake of 26,226 shares — an estimated $423K sold.

Stillwater Capital Advisors first reported a position in SCHX in Q3 2018 and held it in 19 quarters. The position peaked at $498K in Q4 2021. 1,071 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

Stillwater Capital Advisors reported no remaining Schwab US Large- Cap ETF position as of Q2 2023 after selling out during the quarter.
Stillwater Capital Advisors sold 26,226 Schwab US Large- Cap ETF shares in Q2 2023, an estimated $423K.
Stillwater Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2018 and held it in 19 quarters.
Stillwater Capital Advisors's Schwab US Large- Cap ETF position peaked at $498K in Q4 2021.
1,071 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

Based on Stillwater Capital Advisors's 13F filing for Q2 2023, filed 12 Jul 2023.