Strategic Wealth Investment Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Strategic Wealth Investment Group’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	–	Sell	-306,363	Closed	-$4.56M	–	128
2022 Q2	$4.56M	Buy	306,363 +295,074	+2,614%	+$4.78M	1.14%	19
2022 Q1	$203K	Sell	11,289 -2,673	-19%	-$47.3K	0.05%	95
2021 Q4	$265K	Sell	13,962 -3,840	-22%	-$70.9K	0.07%	73
2021 Q3	$308K	Buy	17,802 +252	+1%	+$4.49K	0.09%	67
2021 Q2	$304K	Buy	17,550 +906	+5%	+$15.3K	0.11%	66
2021 Q1	$266K	Buy	+16,644	New	+$261K	0.13%	64

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 Wealth Investment Group's SCHX Position: Q3 2022 in Review

Strategic Wealth Investment Group sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2022, closing a stake of 306,363 shares — an estimated $4.56M sold.

Strategic Wealth Investment Group first reported a position in SCHX in Q1 2021 and held it in 6 quarters. The position peaked at $4.56M in Q2 2022. 959 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

Strategic Wealth Investment Group reported no remaining Schwab US Large- Cap ETF position as of Q3 2022 after selling out during the quarter.
Strategic Wealth Investment Group sold 306,363 Schwab US Large- Cap ETF shares in Q3 2022, an estimated $4.56M.
Strategic Wealth Investment Group first reported a position in Schwab US Large- Cap ETF in Q1 2021 and held it in 6 quarters.
Strategic Wealth Investment Group's Schwab US Large- Cap ETF position peaked at $4.56M in Q2 2022.
959 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2022, filed 21 Oct 2022.