Warther Private Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Warther Private Wealth’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 Q3	–	Sell	-17,262	Closed	-$260K	–	101
2022 Q2	$260K	Sell	17,262 -12,897	-43%	-$209K	0.19%	96
2022 Q1	$543K	Buy	30,159 +2,631	+10%	+$46.6K	0.35%	72
2021 Q4	$525K	Sell	27,528 -66	-0.2%	-$1.22K	0.39%	68
2021 Q3	$484K	Buy	27,594 +36	+0.1%	+$642	0.43%	65
2021 Q2	$480K	Buy	+27,558	New	+$465K	0.47%	60

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

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

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

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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

Warther Private Wealth's SCHX Position: Q3 2022 in Review

Warther Private Wealth sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2022, closing a stake of 17,262 shares — an estimated $260K sold.

Warther Private Wealth first reported a position in SCHX in Q2 2021 and held it in 5 quarters. The position peaked at $543K in Q1 2022. 959 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

Warther Private Wealth reported no remaining Schwab US Large- Cap ETF position as of Q3 2022 after selling out during the quarter.
Warther Private Wealth sold 17,262 Schwab US Large- Cap ETF shares in Q3 2022, an estimated $260K.
Warther Private Wealth first reported a position in Schwab US Large- Cap ETF in Q2 2021 and held it in 5 quarters.
Warther Private Wealth's Schwab US Large- Cap ETF position peaked at $543K in Q1 2022.
959 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on Warther Private Wealth's 13F filing for Q3 2022, filed 16 Nov 2022.