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

TCWP’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 Q2	–	Sell	-720	Closed	-$12K	–	1462
2022 Q1	$12K	Buy	+720	New	+$12.7K	﹤0.01%	845

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

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

MGIA

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

TCWP's SCHX Position: Q2 2022 in Review

TCWP sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2022, closing a stake of 720 shares — an estimated $12K sold.

TCWP first reported a position in SCHX in Q1 2022 and held it in 1 quarter. The position peaked at $12K in Q1 2022. 968 funds tracked by Wall St. Rank hold SCHX as of Q2 2022.

TCWP reported no remaining Schwab US Large- Cap ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 720 Schwab US Large- Cap ETF shares in Q2 2022, an estimated $12K.
TCWP first reported a position in Schwab US Large- Cap ETF in Q1 2022 and held it in 1 quarter.
TCWP's Schwab US Large- Cap ETF position peaked at $12K in Q1 2022.
968 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.