WQ
SCHX icon

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

Wealth Quarterback’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
2021
Q3 		$14K Buy
+834
New +$14.9K 0.01% 411
2020
Q1 		– Sell
-54
Closed -$696 – 1100
2019
Q4 		$696 Buy
+54
New +$662 ﹤0.01% 887

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Wealth Quarterback's SCHX Position: Q3 2021 in Review

Wealth Quarterback opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2021: 834 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #411 among its holdings. This is a return to the name: Wealth Quarterback previously reported a position in SCHX as recently as Q4 2019.

Wealth Quarterback first reported a position in SCHX in Q4 2019 and has held it in 2 quarters since. 869 funds tracked by Wall St. Rank hold SCHX as of Q3 2021.

  • Wealth Quarterback held 834 shares of Schwab US Large- Cap ETF worth $14K as of Q3 2021.
  • Schwab US Large- Cap ETF was a new Wealth Quarterback position in Q3 2021.
  • Schwab US Large- Cap ETF made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #411 holding.
  • Wealth Quarterback first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 2 quarters since.
  • 869 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.