Bridgeworth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bridgeworth’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	$269K	Buy	+14,283	New	+$251K	0.03%	151
2023 Q3	–	Sell	-11,607	Closed	-$203K	–	176
2023 Q2	$203K	Sell	11,607 -3,138	-21%	-$51.8K	0.02%	167
2023 Q1	$238K	Buy	+14,745	New	+$232K	0.03%	145
2018 Q3	–	Sell	-1,458	Closed	-$15K	–	460
2018 Q2	$15K	Buy	+1,458	New	+$15.7K	0.01%	398

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

Bridgeworth's SCHX Position: Q4 2023 in Review

Bridgeworth opened a new position in Schwab US Large- Cap ETF (SCHX) in Q4 2023: 14,283 shares worth $269K. The stake represents 0.03% of the portfolio and ranks #151 among its holdings. This is a return to the name: Bridgeworth previously reported a position in SCHX as recently as Q2 2023.

Bridgeworth first reported a position in SCHX in Q2 2018 and has held it in 4 quarters since. 1,167 funds tracked by Wall St. Rank hold SCHX as of Q4 2023.

Bridgeworth held 14,283 shares of Schwab US Large- Cap ETF worth $269K as of Q4 2023.
Schwab US Large- Cap ETF was a new Bridgeworth position in Q4 2023.
Schwab US Large- Cap ETF made up 0.03% of Bridgeworth's portfolio in Q4 2023, its #151 holding.
Bridgeworth first reported a position in Schwab US Large- Cap ETF in Q2 2018 and has held it in 4 quarters since.
1,167 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.