Whittier Trust’s Schwab US Large- Cap ETF SCHX Stock Holding History

Whittier Trust’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	-120	Closed	-$2K	–	1750
2022 Q2	$2K	Hold	120	–	–	﹤0.01%	1581
2022 Q1	$2K	Buy	+120	New	+$2.12K	﹤0.01%	1606
2020 Q3	–	Sell	-150	Closed	-$2K	–	1499
2020 Q2	$2K	Hold	150	–	–	﹤0.01%	1297
2020 Q1	$2K	Hold	150	–	–	﹤0.01%	1350
2019 Q4	$2K	Sell	150 -276	-65%	-$3.38K	﹤0.01%	1379
2019 Q3	$5K	Buy	+426	New	+$5.02K	﹤0.01%	1260
2019 Q2	–	Sell	-294	Closed	-$3K	–	1449
2019 Q1	$3K	Buy	+294	New	+$3.19K	﹤0.01%	1184

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 $1.54B AUM 16.9% 1-Year Est. Return

Whittier Trust's SCHX Position: Q3 2022 in Review

Whittier Trust sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2022, closing a stake of 120 shares — an estimated $2K sold.

Whittier Trust first reported a position in SCHX in Q1 2019 and held it in 7 quarters. The position peaked at $5K in Q3 2019. 959 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

Whittier Trust reported no remaining Schwab US Large- Cap ETF position as of Q3 2022 after selling out during the quarter.
Whittier Trust sold 120 Schwab US Large- Cap ETF shares in Q3 2022, an estimated $2K.
Whittier Trust first reported a position in Schwab US Large- Cap ETF in Q1 2019 and held it in 7 quarters.
Whittier Trust's Schwab US Large- Cap ETF position peaked at $5K in Q3 2019.
959 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on Whittier Trust's 13F filing for Q3 2022, filed 21 Oct 2022.