Studio Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Studio Investment 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
2023 Q3	–	Sell	-936	Closed	-$16.3K	–	240
2023 Q2	$16.3K	Hold	936	–	–	﹤0.01%	192
2023 Q1	$15.1K	Sell	936 -4,512	-83%	-$71K	﹤0.01%	185
2022 Q4	$82K	Buy	5,448 +39	+0.7%	+$590	0.03%	127
2022 Q3	$76.4K	Sell	5,409 -159	-3%	-$2.5K	0.03%	130
2022 Q2	$83K	Buy	+5,568	New	+$90.2K	0.03%	132

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Studio Investment Management's SCHX Position: Q3 2023 in Review

Studio Investment Management sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2023, closing a stake of 936 shares — an estimated $16.3K sold.

Studio Investment Management first reported a position in SCHX in Q2 2022 and held it in 5 quarters. The position peaked at $83K in Q2 2022. 1,044 funds tracked by Wall St. Rank hold SCHX as of Q3 2023.

Studio Investment Management reported no remaining Schwab US Large- Cap ETF position as of Q3 2023 after selling out during the quarter.
Studio Investment Management sold 936 Schwab US Large- Cap ETF shares in Q3 2023, an estimated $16.3K.
Studio Investment Management first reported a position in Schwab US Large- Cap ETF in Q2 2022 and held it in 5 quarters.
Studio Investment Management's Schwab US Large- Cap ETF position peaked at $83K in Q2 2022.
1,044 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2023.

Based on Studio Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.