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

AllGen 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
2023 Q4	–	Sell	-12,954	Closed	-$218K	–	34
2023 Q3	$218K	Sell	12,954 -1,209	-9%	-$21.2K	0.16%	29
2023 Q2	$247K	Sell	14,163 -438	-3%	-$7.23K	0.16%	32
2023 Q1	$235K	Buy	+14,601	New	+$230K	0.16%	33
2022 Q2	–	Sell	-11,319	Closed	-$203K	–	39
2022 Q1	$203K	Buy	+11,319	New	+$200K	0.17%	35

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

MGIA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

AllGen Financial Advisors's SCHX Position: Q4 2023 in Review

AllGen Financial Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2023, closing a stake of 12,954 shares — an estimated $218K sold.

AllGen Financial Advisors first reported a position in SCHX in Q1 2022 and held it in 4 quarters. The position peaked at $247K in Q2 2023. 1,167 funds tracked by Wall St. Rank hold SCHX as of Q4 2023.

AllGen Financial Advisors reported no remaining Schwab US Large- Cap ETF position as of Q4 2023 after selling out during the quarter.
AllGen Financial Advisors sold 12,954 Schwab US Large- Cap ETF shares in Q4 2023, an estimated $218K.
AllGen Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2022 and held it in 4 quarters.
AllGen Financial Advisors's Schwab US Large- Cap ETF position peaked at $247K in Q2 2023.
1,167 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2023.

Based on AllGen Financial Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.