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

V Wealth 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
2021 Q2	–	Sell	-102,432	Closed	-$1.64M	–	478
2021 Q1	$1.64M	Buy	102,432 +198	+0.2%	+$3.1K	0.3%	77
2020 Q4	$1.55M	Buy	+102,234	New	+$1.46M	0.32%	72
2020 Q2	–	Sell	-91,398	Closed	-$933K	–	377
2020 Q1	$933K	Buy	91,398 +17,790	+24%	+$216K	0.29%	88
2019 Q4	$870K	Hold	73,608	–	–	0.31%	84
2019 Q3	$870K	Buy	73,608 +6,072	+9%	+$71.6K	0.31%	84
2019 Q2	$812K	Buy	67,536 +36,708	+119%	+$422K	0.31%	89
2019 Q1	$359K	Buy	+30,828	New	+$334K	0.15%	157

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

V Wealth Advisors's SCHX Position: Q2 2021 in Review

V Wealth Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2021, closing a stake of 102,432 shares — an estimated $1.64M sold.

V Wealth Advisors first reported a position in SCHX in Q1 2019 and held it in 7 quarters. The position peaked at $1.64M in Q1 2021. 872 funds tracked by Wall St. Rank hold SCHX as of Q2 2021.

V Wealth Advisors reported no remaining Schwab US Large- Cap ETF position as of Q2 2021 after selling out during the quarter.
V Wealth Advisors sold 102,432 Schwab US Large- Cap ETF shares in Q2 2021, an estimated $1.64M.
V Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2019 and held it in 7 quarters.
V Wealth Advisors's Schwab US Large- Cap ETF position peaked at $1.64M in Q1 2021.
872 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2021.

Based on V Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.