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Waypoint Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Waypoint Capital 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
2023
Q1 		– Sell
-15,387
Closed -$232K – 137
2022
Q4 		$232K Buy
15,387
+48
+0.3% +$727 0.08% 123
2022
Q3 		$217K Buy
15,339
+126
+0.8% +$1.98K 0.09% 107
2022
Q2 		$226K Buy
15,213
+216
+1% +$3.5K 0.1% 104
2022
Q1 		$269K Buy
14,997
+213
+1% +$3.77K 0.16% 99
2021
Q4 		$280K Buy
+14,784
New +$273K 0.19% 80

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
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

Waypoint Capital Advisors's SCHX Position: Q1 2023 in Review

Waypoint Capital Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2023, closing a stake of 15,387 shares — an estimated $232K sold.

Waypoint Capital Advisors first reported a position in SCHX in Q4 2021 and held it in 5 quarters. The position peaked at $280K in Q4 2021. 1,039 funds tracked by Wall St. Rank hold SCHX as of Q1 2023.

  • Waypoint Capital Advisors reported no remaining Schwab US Large- Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Waypoint Capital Advisors sold 15,387 Schwab US Large- Cap ETF shares in Q1 2023, an estimated $232K.
  • Waypoint Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 5 quarters.
  • Waypoint Capital Advisors's Schwab US Large- Cap ETF position peaked at $280K in Q4 2021.
  • 1,039 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2023.

Based on Waypoint Capital Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.