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Clear Perspectives Financial Planning’s Schwab US Large- Cap ETF SCHX Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		$13.4K Hold
834
– – 0.01% 131
2022
Q4 		$12.6K Buy
+834
New +$12.6K 0.01% 147

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $1.54B AUM 16.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Clear Perspectives Financial Planning's SCHX Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2023 at 834 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #131.

Clear Perspectives Financial Planning first reported a position in SCHX in Q4 2022 and has held it in 2 quarters since. 1,039 funds tracked by Wall St. Rank hold SCHX as of Q1 2023.

  • Clear Perspectives Financial Planning held 834 shares of Schwab US Large- Cap ETF worth $13.4K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Schwab US Large- Cap ETF share count unchanged in Q1 2023.
  • Schwab US Large- Cap ETF made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #131 holding.
  • Clear Perspectives Financial Planning first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.