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

Aspire 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 Q3	$483K	Hold	21,339	–	–	0.26%	64
2024 Q2	$457K	Hold	21,339	–	–	0.26%	60
2024 Q1	$441K	Hold	21,339	–	–	0.27%	61
2023 Q4	$401K	Hold	21,339	–	–	0.27%	61
2023 Q3	$360K	Sell	21,339 -50,832	-70%	-$892K	0.27%	62
2023 Q2	$1.26M	Sell	72,171 -222	-0.3%	-$3.67K	0.95%	25
2023 Q1	$1.17M	Hold	72,393	–	–	0.95%	25
2022 Q4	$1.09M	Buy	72,393 +255	+0.4%	+$3.86K	0.95%	24
2022 Q3	$1.02M	Buy	72,138 +50,853	+239%	+$798K	0.96%	25
2022 Q2	$317K	Buy	21,285 +1,677	+9%	+$27.2K	0.29%	62
2022 Q1	$352K	Sell	19,608 -102	-0.5%	-$1.81K	0.28%	60
2021 Q4	$374K	Buy	+19,710	New	+$364K	0.3%	57

Other funds holding SCHX

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

MGIA

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

SFG

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

Aspire Wealth Management's SCHX Position: Q3 2024 in Review

Aspire Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2024 at 21,339 shares worth $483K. The position accounts for 0.26% of the portfolio, ranked #64.

Aspire Wealth Management first reported a position in SCHX in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.26M in Q2 2023. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

Aspire Wealth Management held 21,339 shares of Schwab US Large- Cap ETF worth $483K as of Q3 2024.
Aspire Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q3 2024.
Schwab US Large- Cap ETF made up 0.26% of Aspire Wealth Management's portfolio in Q3 2024, its #64 holding.
Aspire Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's Schwab US Large- Cap ETF position peaked at $1.26M in Q2 2023.
1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.