SEC 13F Intelligence

Mosaic Family Wealth, LLC / SCHX

Mosaic Family Wealth, LLC’s Schwab Strategic Tr Position

Does Mosaic Family Wealth, LLC own Schwab Strategic Tr (SCHX)? Yes — 36.7K shares worth $4M (+1.09% of its 13F portfolio) as of Q4 2021, down from 37.5K shares the prior filed quarter.

Position Value
$4M
Q4 2021
Shares
36.7K
% of Portfolio
+1.09%
Quarters Held
5
currently held

Position History SCHX

Reported value by quarter
Q4 ’20: $3MQ4 ’20Q1 ’21: $4MQ1 ’21Q2 ’21: $4MQ2 ’21Q3 ’21: $4MQ3 ’21Q4 ’21: $4MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202136.7K$4M+1.09%
Q3 202137.5K$4M+1.08%
Q2 202137.4K$4M+1.12%
Q1 202137.3K$4M+1.03%
Q4 202037.3K$3M+1.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mosaic Family Wealth, LLC’s full portfolio or all institutional holders of SCHX.