Acima Private Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Acima Private Wealth’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 Q4	–	Sell	-1,338	Closed	-$18.9K	–	230
2022 Q3	$18.9K	Hold	1,338	–	–	0.01%	185
2022 Q2	$19.9K	Hold	1,338	–	–	0.01%	186
2022 Q1	$24K	Hold	1,338	–	–	0.01%	192
2021 Q4	$25K	Hold	1,338	–	–	0.01%	193
2021 Q3	$23K	Hold	1,338	–	–	0.01%	186
2021 Q2	$23K	Hold	1,338	–	–	0.01%	182
2021 Q1	$21K	Hold	1,338	–	–	0.01%	184
2020 Q4	$20K	Buy	+1,338	New	+$19.1K	0.01%	186

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

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

HSA

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 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

Acima Private Wealth's SCHX Position: Q4 2022 in Review

Acima Private Wealth sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2022, closing a stake of 1,338 shares — an estimated $18.9K sold.

Acima Private Wealth first reported a position in SCHX in Q4 2020 and held it in 8 quarters. The position peaked at $25K in Q4 2021. 1,035 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

Acima Private Wealth reported no remaining Schwab US Large- Cap ETF position as of Q4 2022 after selling out during the quarter.
Acima Private Wealth sold 1,338 Schwab US Large- Cap ETF shares in Q4 2022, an estimated $18.9K.
Acima Private Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2020 and held it in 8 quarters.
Acima Private Wealth's Schwab US Large- Cap ETF position peaked at $25K in Q4 2021.
1,035 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

Based on Acima Private Wealth's 13F filing for Q4 2022, filed 29 Feb 2024.