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

Connectus Wealth’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	$4.69M	Sell	226,644 -8,586	-4%	-$169K	0.13%	127
2023 Q4	$4.42M	Sell	235,230 -1,791	-0.8%	-$31.5K	0.09%	180
2023 Q3	$4M	Buy	237,021 +387	+0.2%	+$6.79K	0.09%	186
2023 Q2	$4.13M	Sell	236,634 -2,970	-1%	-$49K	0.1%	156
2023 Q1	$3.86M	Sell	239,604 -8,859	-4%	-$139K	0.1%	159
2022 Q4	$3.74M	Sell	248,463 -5,265	-2%	-$79.7K	0.09%	156
2022 Q3	$3.58M	Buy	253,728 +2,511	+1%	+$39.4K	0.07%	209
2022 Q2	$3.74M	Buy	+251,217	New	+$4.07M	0.09%	166

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 $1.54B AUM 16.9% 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

Connectus Wealth's SCHX Position: Q1 2024 in Review

Connectus Wealth reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.7% in Q1 2024, selling an estimated $169K and leaving 226,644 shares worth $4.69M. The position accounts for 0.13% of the portfolio, ranked #127.

Connectus Wealth first reported a position in SCHX in Q2 2022 and has held it in 8 quarters since. 1,191 funds tracked by Wall St. Rank hold SCHX as of Q1 2024.

Connectus Wealth held 226,644 shares of Schwab US Large- Cap ETF worth $4.69M as of Q1 2024.
Connectus Wealth sold 8,586 Schwab US Large- Cap ETF shares in Q1 2024, an estimated $169K.
Schwab US Large- Cap ETF made up 0.13% of Connectus Wealth's portfolio in Q1 2024, its #127 holding.
Connectus Wealth first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 8 quarters since.
1,191 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.