Strategic Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Strategic Asset 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
2022 Q3	$18K	Sell	1,281 -300	-19%	-$4.71K	0.03%	268
2022 Q2	$24K	Buy	1,581 +300	+23%	+$4.86K	0.04%	248
2022 Q1	$23K	Sell	1,281 -3	-0.2%	-$53	0.03%	267
2021 Q4	$24K	Hold	1,284	–	–	0.03%	256
2021 Q3	$23K	Buy	+1,284	New	+$22.9K	0.03%	246

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Strategic Asset Management's SCHX Position: Q3 2022 in Review

Strategic Asset Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 19% in Q3 2022, selling an estimated $4.71K and leaving 1,281 shares worth $18K. The position accounts for 0.03% of the portfolio, ranked #268.

Strategic Asset Management first reported a position in SCHX in Q3 2021 and has held it in 5 quarters since. The position peaked at $24K in Q2 2022. 959 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

Strategic Asset Management held 1,281 shares of Schwab US Large- Cap ETF worth $18K as of Q3 2022.
Strategic Asset Management sold 300 Schwab US Large- Cap ETF shares in Q3 2022, an estimated $4.71K.
Schwab US Large- Cap ETF made up 0.03% of Strategic Asset Management's portfolio in Q3 2022, its #268 holding.
Strategic Asset Management first reported a position in Schwab US Large- Cap ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's Schwab US Large- Cap ETF position peaked at $24K in Q2 2022.
959 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.