Wipfli Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wipfli Financial 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
2022 Q3	$31K	Buy	+2,178	New	+$34.2K	﹤0.01%	1359

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

Wipfli Financial Advisors's SCHX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2022: 2,178 shares worth $31K. The stake represents ﹤0.01% of the portfolio and ranks #1359 among its holdings.

959 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

Wipfli Financial Advisors held 2,178 shares of Schwab US Large- Cap ETF worth $31K as of Q3 2022.
Schwab US Large- Cap ETF was a new Wipfli Financial Advisors position in Q3 2022.
Schwab US Large- Cap ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1359 holding.
959 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.