Stillwater Investment Management (Minnesota)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Stillwater Investment Management (Minnesota)’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	$234K	Buy	14,535 +420	+3%	+$6.61K	0.06%	78
2022 Q4	$212K	Buy	+14,115	New	+$214K	0.06%	79
2022 Q3	–	Sell	-13,854	Closed	-$206K	–	84
2022 Q2	$206K	Buy	13,854 +264	+2%	+$4.28K	0.06%	83
2022 Q1	$244K	Sell	13,590 -204	-1%	-$3.61K	0.06%	84
2021 Q4	$262K	Buy	13,794 +126	+0.9%	+$2.33K	0.06%	79
2021 Q3	$237K	Sell	13,668 -414	-3%	-$7.38K	0.06%	82
2021 Q2	$244K	Buy	14,082 +168	+1%	+$2.83K	0.06%	80
2021 Q1	$223K	Buy	13,914 +390	+3%	+$6.11K	0.06%	77
2020 Q4	$205K	Buy	+13,524	New	+$194K	0.06%	80

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 $424B AUM 22.94% 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

Stillwater Investment Management (Minnesota)'s SCHX Position: Q1 2023 in Review

Stillwater Investment Management (Minnesota) increased its Schwab US Large- Cap ETF (SCHX) stake by 3% in Q1 2023, buying an estimated $6.61K and bringing the position to 14,535 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #78.

Stillwater Investment Management (Minnesota) first reported a position in SCHX in Q4 2020 and has held it in 9 quarters since. The position peaked at $262K in Q4 2021. 1,039 funds tracked by Wall St. Rank hold SCHX as of Q1 2023.

Stillwater Investment Management (Minnesota) held 14,535 shares of Schwab US Large- Cap ETF worth $234K as of Q1 2023.
Stillwater Investment Management (Minnesota) bought 420 Schwab US Large- Cap ETF shares in Q1 2023, an estimated $6.61K.
Schwab US Large- Cap ETF made up 0.06% of Stillwater Investment Management (Minnesota)'s portfolio in Q1 2023, its #78 holding.
Stillwater Investment Management (Minnesota) first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 9 quarters since.
Stillwater Investment Management (Minnesota)'s Schwab US Large- Cap ETF position peaked at $262K in Q4 2021.
1,039 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2023.

Based on Stillwater Investment Management (Minnesota)'s 13F filing for Q1 2023, filed 5 Apr 2023.