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Trail Ridge Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Trail Ridge Investment 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 		– Sell
-17,856
Closed -$312K – 112
2023
Q2 		$312K Buy
+17,856
New +$295K 0.19% 96

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HSA
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SFG
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UBS Group
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MGIA
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Trail Ridge Investment Advisors's SCHX Position: Q3 2023 in Review

Trail Ridge Investment Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2023, closing a stake of 17,856 shares — an estimated $312K sold.

Trail Ridge Investment Advisors first reported a position in SCHX in Q2 2023 and held it in 1 quarter. The position peaked at $312K in Q2 2023. 1,044 funds tracked by Wall St. Rank hold SCHX as of Q3 2023.

  • Trail Ridge Investment Advisors reported no remaining Schwab US Large- Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 17,856 Schwab US Large- Cap ETF shares in Q3 2023, an estimated $312K.
  • Trail Ridge Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2023 and held it in 1 quarter.
  • Trail Ridge Investment Advisors's Schwab US Large- Cap ETF position peaked at $312K in Q2 2023.
  • 1,044 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2023.

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