WA
SCHX icon

Wambolt & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wambolt & Associates’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 		– Sell
-20,841
Closed -$337K – 266
2023
Q1 		$337K Buy
+20,841
New +$328K 0.12% 201

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wambolt & Associates's SCHX Position: Q2 2023 in Review

Wambolt & Associates sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2023, closing a stake of 20,841 shares — an estimated $337K sold.

Wambolt & Associates first reported a position in SCHX in Q1 2023 and held it in 1 quarter. The position peaked at $337K in Q1 2023. 1,071 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

  • Wambolt & Associates reported no remaining Schwab US Large- Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Wambolt & Associates sold 20,841 Schwab US Large- Cap ETF shares in Q2 2023, an estimated $337K.
  • Wambolt & Associates first reported a position in Schwab US Large- Cap ETF in Q1 2023 and held it in 1 quarter.
  • Wambolt & Associates's Schwab US Large- Cap ETF position peaked at $337K in Q1 2023.
  • 1,071 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

Based on Wambolt & Associates's 13F filing for Q2 2023, filed 3 Aug 2023.