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

44 Wealth Management’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
2023 Q2	$432K	Hold	24,738	–	–	0.15%	114
2023 Q1	$399K	Sell	24,738 -1,437	-5%	-$22.6K	0.14%	121
2022 Q4	$394K	Buy	+26,175	New	+$396K	0.14%	125

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

44 Wealth Management's SCHX Position: Q2 2023 in Review

44 Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2023 at 24,738 shares worth $432K. The position accounts for 0.15% of the portfolio, ranked #114.

44 Wealth Management first reported a position in SCHX in Q4 2022 and has held it in 3 quarters since. 1,071 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

44 Wealth Management held 24,738 shares of Schwab US Large- Cap ETF worth $432K as of Q2 2023.
44 Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2023.
Schwab US Large- Cap ETF made up 0.15% of 44 Wealth Management's portfolio in Q2 2023, its #114 holding.
44 Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 3 quarters since.
1,071 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

Based on 44 Wealth Management's 13F filing for Q2 2023, filed 18 Jul 2023.