Annapolis Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Annapolis Financial Services’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	-36,534	Closed	-$687K	–	443
2023 Q4	$687K	Hold	36,534	–	–	0.17%	77
2023 Q3	$616K	Hold	36,534	–	–	0.18%	74
2023 Q2	$638K	Sell	36,534 -3,213	-8%	-$53K	0.18%	74
2023 Q1	$641K	Buy	39,747 +3,213	+9%	+$50.6K	0.19%	72
2022 Q4	$550K	Hold	36,534	–	–	0.18%	71
2022 Q3	$516K	Hold	36,534	–	–	0.19%	75
2022 Q2	$544K	Hold	36,534	–	–	0.2%	73
2022 Q1	$656K	Sell	36,534 -15,990	-30%	-$283K	0.21%	70
2021 Q4	$996K	Buy	52,524 +24	+0%	+$443	0.31%	58
2021 Q3	$910K	Hold	52,500	–	–	0.3%	56
2021 Q2	$910K	Sell	52,500 -7,116	-12%	-$120K	0.31%	53
2021 Q1	$954K	Buy	59,616 +24	+0%	+$376	0.35%	48
2020 Q4	$903K	Buy	+59,592	New	+$853K	0.35%	48

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

Annapolis Financial Services's SCHX Position: Q1 2024 in Review

Annapolis Financial Services sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2024, closing a stake of 36,534 shares — an estimated $687K sold.

Annapolis Financial Services first reported a position in SCHX in Q4 2020 and held it in 13 quarters. The position peaked at $996K in Q4 2021. 1,191 funds tracked by Wall St. Rank hold SCHX as of Q1 2024.

Annapolis Financial Services reported no remaining Schwab US Large- Cap ETF position as of Q1 2024 after selling out during the quarter.
Annapolis Financial Services sold 36,534 Schwab US Large- Cap ETF shares in Q1 2024, an estimated $687K.
Annapolis Financial Services first reported a position in Schwab US Large- Cap ETF in Q4 2020 and held it in 13 quarters.
Annapolis Financial Services's Schwab US Large- Cap ETF position peaked at $996K in Q4 2021.
1,191 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.