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Teamwork Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Teamwork Financial Advisors’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
-15,816
Closed -$284K – 246
2022
Q1 		$284K Buy
+15,816
New +$280K 0.05% 213

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Creative Planning
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
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

Teamwork Financial Advisors's SCHX Position: Q2 2022 in Review

Teamwork Financial Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2022, closing a stake of 15,816 shares — an estimated $284K sold.

Teamwork Financial Advisors first reported a position in SCHX in Q1 2022 and held it in 1 quarter. The position peaked at $284K in Q1 2022. 968 funds tracked by Wall St. Rank hold SCHX as of Q2 2022.

  • Teamwork Financial Advisors reported no remaining Schwab US Large- Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Teamwork Financial Advisors sold 15,816 Schwab US Large- Cap ETF shares in Q2 2022, an estimated $284K.
  • Teamwork Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2022 and held it in 1 quarter.
  • Teamwork Financial Advisors's Schwab US Large- Cap ETF position peaked at $284K in Q1 2022.
  • 968 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2022.

Based on Teamwork Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.