Vigilant Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Vigilant Capital Management’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	$163K	Sell	9,348 -5,700	-38%	-$94.1K	0.01%	165
2023 Q1	$243K	Sell	15,048 -9,900	-40%	-$156K	0.02%	133
2022 Q4	$375K	Hold	24,948	–	–	0.03%	98
2022 Q3	$352K	Sell	24,948 -6,000	-19%	-$94.1K	0.03%	106
2022 Q2	$461K	Sell	30,948 -606	-2%	-$9.82K	0.04%	96
2022 Q1	$566K	Sell	31,554 -2,808	-8%	-$49.7K	0.04%	94
2021 Q4	$652K	Buy	34,362 +27,348	+390%	+$505K	0.05%	87
2021 Q3	$122K	Hold	7,014	–	–	0.01%	191
2021 Q2	$122K	Buy	7,014 +4,800	+217%	+$81K	0.01%	186
2021 Q1	$35K	Buy	+2,214	New	+$34.7K	﹤0.01%	261
2020 Q4	–	Sell	-9,402	Closed	-$126K	–	373
2020 Q3	$126K	Buy	+9,402	New	+$125K	0.01%	165
2020 Q1	–	Sell	-8,070	Closed	-$103K	–	425
2019 Q4	$103K	Hold	8,070	–	–	0.01%	203
2019 Q3	$95K	Hold	8,070	–	–	0.01%	196
2019 Q2	$94K	Sell	8,070 -1,938	-19%	-$22.3K	0.01%	186
2019 Q1	$113K	Sell	10,008 -11,394	-53%	-$123K	0.02%	173
2018 Q4	$213K	Buy	21,402 +9,048	+73%	+$97.1K	0.03%	113
2018 Q3	$143K	Buy	12,354 +9,804	+384%	+$111K	0.02%	163
2018 Q2	$28K	Sell	2,550 -1,170	-31%	-$12.6K	﹤0.01%	317
2018 Q1	$39K	Hold	3,720	–	–	0.01%	248
2017 Q4	$40K	Buy	+3,720	New	+$38.5K	0.01%	242

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 $1.81B AUM 22.3% 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

Vigilant Capital Management's SCHX Position: Q2 2023 in Review

Vigilant Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 38% in Q2 2023, selling an estimated $94.1K and leaving 9,348 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #165.

Vigilant Capital Management first reported a position in SCHX in Q4 2017 and has held it in 20 quarters since. The position peaked at $652K in Q4 2021. 1,071 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

Vigilant Capital Management held 9,348 shares of Schwab US Large- Cap ETF worth $163K as of Q2 2023.
Vigilant Capital Management sold 5,700 Schwab US Large- Cap ETF shares in Q2 2023, an estimated $94.1K.
Schwab US Large- Cap ETF made up 0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #165 holding.
Vigilant Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 20 quarters since.
Vigilant Capital Management's Schwab US Large- Cap ETF position peaked at $652K in Q4 2021.
1,071 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.