TAP Consulting’s Schwab US Large- Cap ETF SCHX Stock Holding History

TAP Consulting’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 Q1	–	Sell	-3,288	Closed	-$62K	–	462
2021 Q4	$62K	Buy	+3,288	New	+$60.7K	0.01%	232
2021 Q1	–	Sell	-64,188	Closed	-$973K	–	136
2020 Q4	$973K	Buy	64,188 +5,796	+10%	+$82.9K	0.35%	66
2020 Q3	$785K	Buy	58,392 +28,230	+94%	+$375K	0.31%	66
2020 Q2	$373K	Buy	+30,162	New	+$352K	0.18%	85

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

HSA

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

TAP Consulting's SCHX Position: Q1 2022 in Review

TAP Consulting sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2022, closing a stake of 3,288 shares — an estimated $62K sold.

TAP Consulting first reported a position in SCHX in Q2 2020 and held it in 4 quarters. The position peaked at $973K in Q4 2020. 984 funds tracked by Wall St. Rank hold SCHX as of Q1 2022.

TAP Consulting reported no remaining Schwab US Large- Cap ETF position as of Q1 2022 after selling out during the quarter.
TAP Consulting sold 3,288 Schwab US Large- Cap ETF shares in Q1 2022, an estimated $62K.
TAP Consulting first reported a position in Schwab US Large- Cap ETF in Q2 2020 and held it in 4 quarters.
TAP Consulting's Schwab US Large- Cap ETF position peaked at $973K in Q4 2020.
984 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2022.

Based on TAP Consulting's 13F filing for Q1 2022, filed 26 Apr 2022.