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Whitegate Investment Counselors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Whitegate Investment Counselors’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
Q4 		– Sell
-58,212
Closed -$1.01M – 184
2021
Q3 		$1.01M Sell
58,212
-1,566
-3% -$27.9K 0.14% 118
2021
Q2 		$1.04M Sell
59,778
-384
-0.6% -$6.48K 0.15% 118
2021
Q1 		$963K Sell
60,162
-4,218
-7% -$66.1K 0.15% 115
2020
Q4 		$976K Sell
64,380
-3,546
-5% -$50.7K 0.16% 105
2020
Q3 		$913K Sell
67,926
-6,792
-9% -$90.2K 0.17% 106
2020
Q2 		$923K Sell
74,718
-34,146
-31% -$398K 0.18% 100
2020
Q1 		$1.11M Buy
108,864
+132
+0.1% +$1.6K 0.27% 85
2019
Q4 		$1.39M Buy
108,732
+786
+0.7% +$9.63K 0.25% 88
2019
Q3 		$1.28M Sell
107,946
-2,154
-2% -$25.4K 0.25% 91
2019
Q2 		$1.29M Sell
110,100
-5,832
-5% -$67K 0.26% 88
2019
Q1 		$1.31M Buy
115,932
+7,032
+6% +$76.2K 0.27% 88
2018
Q4 		$1.08M Buy
108,900
+7,224
+7% +$77.5K 0.25% 93
2018
Q3 		$1.18M Sell
101,676
-1,428
-1% -$16.2K 0.24% 96
2018
Q2 		$1.12M Buy
103,104
+4,494
+5% +$48.5K 0.23% 96
2018
Q1 		$1.04M Sell
98,610
-306
-0.3% -$3.33K 0.22% 100
2017
Q4 		$1.05M Sell
98,916
-2,190
-2% -$22.7K 0.22% 102
2017
Q3 		$1.01M Sell
101,106
-174
-0.2% -$1.71K 0.22% 100
2017
Q2 		$975K Buy
101,280
+10,200
+11% +$97.3K 0.22% 99
2017
Q1 		$854K Buy
91,080
+23,586
+35% +$218K 0.21% 98
2016
Q4 		$599K Buy
67,494
+17,706
+36% +$154K 0.16% 103
2016
Q3 		$428K Buy
49,788
+3,420
+7% +$29.3K 0.12% 116
2016
Q2 		$385K Buy
+46,368
New +$381K 0.11% 120
2014
Q1 		$235K Buy
+28,824
New +$211K 0.06% 135

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Whitegate Investment Counselors's SCHX Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2021, closing a stake of 58,212 shares — an estimated $1.01M sold.

Whitegate Investment Counselors first reported a position in SCHX in Q1 2014 and held it in 23 quarters. The position peaked at $1.39M in Q4 2019. 992 funds tracked by Wall St. Rank hold SCHX as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Schwab US Large- Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 58,212 Schwab US Large- Cap ETF shares in Q4 2021, an estimated $1.01M.
  • Whitegate Investment Counselors first reported a position in Schwab US Large- Cap ETF in Q1 2014 and held it in 23 quarters.
  • Whitegate Investment Counselors's Schwab US Large- Cap ETF position peaked at $1.39M in Q4 2019.
  • 992 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.