Viridian RIA’s Schwab US Large- Cap ETF SCHX Stock Holding History

Viridian RIA’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
2022 Q1	–	Sell	-172,560	Closed	-$3.05M	–	29
2021 Q4	$3.27M	Buy	+172,560	New	+$3.19M	0.69%	29
2021 Q2	–	Hold	0	–	–	–	27
2021 Q1	–	Sell	-182,028	Closed	-$2.85M	–	27
2020 Q4	$2.76M	Sell	182,028 -10,500	-5%	-$150K	0.77%	27
2020 Q3	$2.59M	Sell	192,528 -7,992	-4%	-$106K	0.86%	26
2020 Q2	$2.48M	Sell	200,520 -5,154	-3%	-$60.1K	0.89%	22
2020 Q1	$2.1M	Sell	205,674 -3,810	-2%	-$46.3K	0.95%	21
2019 Q4	$2.68M	Buy	209,484 +2,634	+1%	+$32.3K	0.96%	20
2019 Q3	$2.44M	Sell	206,850 -2,508	-1%	-$29.6K	1.02%	19
2019 Q2	$2.4M	Sell	209,358 -7,746	-4%	-$89K	0.97%	20
2019 Q1	$2.45M	Buy	217,104 +14,370	+7%	+$156K	1.08%	20
2018 Q4	$2.02M	Buy	202,734 +24,018	+13%	+$258K	1.01%	21
2018 Q3	$2.07M	Buy	178,716 +12,438	+7%	+$141K	0.91%	16
2018 Q2	$1.8M	Sell	166,278 -4,848	-3%	-$52.3K	0.88%	15
2018 Q1	$1.8M	Buy	+171,126	New	+$1.86M	0.86%	16

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

HSA

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

AWS

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

Viridian RIA's SCHX Position: Q1 2022 in Review

Viridian RIA sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2022, closing a stake of 172,560 shares — an estimated $3.05M sold.

Viridian RIA first reported a position in SCHX in Q1 2018 and held it in 13 quarters. The position peaked at $3.27M in Q4 2021. 984 funds tracked by Wall St. Rank hold SCHX as of Q1 2022.

Viridian RIA reported no remaining Schwab US Large- Cap ETF position as of Q1 2022 after selling out during the quarter.
Viridian RIA sold 172,560 Schwab US Large- Cap ETF shares in Q1 2022, an estimated $3.05M.
Viridian RIA first reported a position in Schwab US Large- Cap ETF in Q1 2018 and held it in 13 quarters.
Viridian RIA's Schwab US Large- Cap ETF position peaked at $3.27M in Q4 2021.
984 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.