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

Tiedemann 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
2023
Q3 		$1.27M Sell
75,249
-2,703
-3% -$47.4K 0.05% 104
2023
Q2 		$1.36M Sell
77,952
-888
-1% -$14.7K 0.06% 96
2023
Q1 		$1.27M Buy
78,840
+243
+0.3% +$3.82K 0.06% 101
2022
Q4 		$1.18M Sell
78,597
-414
-0.5% -$6.27K 0.06% 108
2022
Q3 		$1.11M Sell
79,011
-3,585
-4% -$56.2K 0.07% 102
2022
Q2 		$1.23M Buy
82,596
+15,840
+24% +$257K 0.09% 99
2022
Q1 		$1.2M Buy
66,756
+138
+0.2% +$2.44K 0.06% 134
2021
Q4 		$1.26M Sell
66,618
-7,194
-10% -$133K 0.06% 124
2021
Q3 		$1.28M Buy
73,812
+144
+0.2% +$2.57K 0.07% 115
2021
Q2 		$1.28M Buy
73,668
+138
+0.2% +$2.33K 0.05% 146
2021
Q1 		$1.18M Sell
73,530
-10,350
-12% -$162K 0.05% 146
2020
Q4 		$1.27M Buy
83,880
+12,954
+18% +$185K 0.06% 129
2020
Q3 		$954K Buy
70,926
+282
+0.4% +$3.75K 0.05% 174
2020
Q2 		$873K Buy
70,644
+186
+0.3% +$2.17K 0.05% 173
2020
Q1 		$719K Sell
70,458
-3,288
-4% -$39.9K 0.05% 180
2019
Q4 		$944K Sell
73,746
-65,052
-47% -$797K 0.05% 168
2019
Q3 		$1.64M Sell
138,798
-133,416
-49% -$1.57M 0.08% 135
2019
Q2 		$3.2M Sell
272,214
-56,178
-17% -$645K 0.16% 83
2019
Q1 		$3.7M Buy
328,392
+300
+0.1% +$3.25K 0.17% 89
2018
Q4 		$3.27M Buy
328,092
+120,414
+58% +$1.29M 0.17% 93
2018
Q3 		$2.41M Sell
207,678
-3,768
-2% -$42.8K 0.14% 96
2018
Q2 		$2.29M Sell
211,446
-58,440
-22% -$630K 0.15% 96
2018
Q1 		$2.84M Buy
269,886
+210,096
+351% +$2.29M 0.19% 78
2017
Q4 		$635K Buy
+59,790
New +$619K 0.05% 141
2017
Q3 		– Sell
-61,542
Closed -$593K – 446
2017
Q2 		$593K Buy
+61,542
New +$587K 0.04% 294

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
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 $1.54B AUM 16.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
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

Tiedemann Advisors's SCHX Position: Q3 2023 in Review

Tiedemann Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.5% in Q3 2023, selling an estimated $47.4K and leaving 75,249 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #104.

Tiedemann Advisors first reported a position in SCHX in Q2 2017 and has held it in 25 quarters since. The position peaked at $3.7M in Q1 2019. 1,044 funds tracked by Wall St. Rank hold SCHX as of Q3 2023.

  • Tiedemann Advisors held 75,249 shares of Schwab US Large- Cap ETF worth $1.27M as of Q3 2023.
  • Tiedemann Advisors sold 2,703 Schwab US Large- Cap ETF shares in Q3 2023, an estimated $47.4K.
  • Schwab US Large- Cap ETF made up 0.05% of Tiedemann Advisors's portfolio in Q3 2023, its #104 holding.
  • Tiedemann Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2017 and has held it in 25 quarters since.
  • Tiedemann Advisors's Schwab US Large- Cap ETF position peaked at $3.7M in Q1 2019.
  • 1,044 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.