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

Baker Tilly 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
2023 Q4	–	Sell	-13,710	Closed	-$231K	–	485
2023 Q3	$231K	Hold	13,710	–	–	0.04%	414
2023 Q2	$239K	Hold	13,710	–	–	0.03%	492
2023 Q1	$221K	Hold	13,710	–	–	0.02%	507
2022 Q4	$206K	Buy	+13,710	New	+$208K	0.03%	505
2022 Q1	–	Sell	-11,082	Closed	-$210K	–	560
2021 Q4	$210K	Buy	+11,082	New	+$205K	0.02%	499

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

Baker Tilly Wealth Management's SCHX Position: Q4 2023 in Review

Baker Tilly Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2023, closing a stake of 13,710 shares — an estimated $231K sold.

Baker Tilly Wealth Management first reported a position in SCHX in Q4 2021 and held it in 5 quarters. The position peaked at $239K in Q2 2023. 1,167 funds tracked by Wall St. Rank hold SCHX as of Q4 2023.

Baker Tilly Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q4 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 13,710 Schwab US Large- Cap ETF shares in Q4 2023, an estimated $231K.
Baker Tilly Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 5 quarters.
Baker Tilly Wealth Management's Schwab US Large- Cap ETF position peaked at $239K in Q2 2023.
1,167 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.