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

TimeScale Financial’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 Q2	$37.4K	Buy	2,139 +3	+0.1%	+$50	0.01%	237
2023 Q1	$34.4K	Buy	2,136 +435	+26%	+$6.85K	0.01%	234
2022 Q4	$24K	Buy	1,701 +3	+0.2%	+$45	0.01%	216
2022 Q3	$24K	Sell	1,698 -3	-0.2%	-$47	0.01%	216
2022 Q2	$25K	Buy	1,701 +3	+0.2%	+$49	0.01%	209
2022 Q1	$31K	Hold	1,698	–	–	0.01%	209
2021 Q4	$32K	Buy	1,698 +672	+65%	+$12.4K	0.01%	207
2021 Q3	$18K	Hold	1,026	–	–	﹤0.01%	252
2021 Q2	$18K	Buy	+1,026	New	+$17.3K	﹤0.01%	261
2020 Q4	–	Sell	-1,800	Closed	-$24K	–	476
2020 Q3	$24K	Buy	+1,800	New	+$23.9K	0.01%	208
2020 Q1	–	Sell	-2,112	Closed	-$27K	–	519
2019 Q4	$27K	Sell	2,112 -5,400	-72%	-$66.2K	0.01%	240
2019 Q3	$89K	Hold	7,512	–	–	0.03%	127
2019 Q2	$88K	Buy	+7,512	New	+$86.3K	0.03%	134

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 $1.54B AUM 16.9% 1-Year Est. Return

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

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

MGIA

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TimeScale Financial's SCHX Position: Q2 2023 in Review

TimeScale Financial increased its Schwab US Large- Cap ETF (SCHX) stake by 0.14% in Q2 2023, buying an estimated $50 and bringing the position to 2,139 shares worth $37.4K. The position accounts for 0.01% of the portfolio, ranked #237.

TimeScale Financial first reported a position in SCHX in Q2 2019 and has held it in 13 quarters since. The position peaked at $89K in Q3 2019. 1,071 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

TimeScale Financial held 2,139 shares of Schwab US Large- Cap ETF worth $37.4K as of Q2 2023.
TimeScale Financial bought 3 Schwab US Large- Cap ETF shares in Q2 2023, an estimated $50.
Schwab US Large- Cap ETF made up 0.01% of TimeScale Financial's portfolio in Q2 2023, its #237 holding.
TimeScale Financial first reported a position in Schwab US Large- Cap ETF in Q2 2019 and has held it in 13 quarters since.
TimeScale Financial's Schwab US Large- Cap ETF position peaked at $89K in Q3 2019.
1,071 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.