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

Affinity 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
2024
Q1 		– Sell
-11,928
Closed -$224K – 104
2023
Q4 		$224K Buy
+11,928
New +$209K 0.05% 92

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Affinity Wealth Management's SCHX Position: Q1 2024 in Review

Affinity Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2024, closing a stake of 11,928 shares — an estimated $224K sold.

Affinity Wealth Management first reported a position in SCHX in Q4 2023 and held it in 1 quarter. The position peaked at $224K in Q4 2023. 1,191 funds tracked by Wall St. Rank hold SCHX as of Q1 2024.

  • Affinity Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Affinity Wealth Management sold 11,928 Schwab US Large- Cap ETF shares in Q1 2024, an estimated $224K.
  • Affinity Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2023 and held it in 1 quarter.
  • Affinity Wealth Management's Schwab US Large- Cap ETF position peaked at $224K in Q4 2023.
  • 1,191 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2024.

Based on Affinity Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.