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

DB Wealth Management Group’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	$14.3K	Hold	759	–	–	0.01%	263
2023 Q3	$12.8K	Hold	759	–	–	0.01%	263
2023 Q2	$13.3K	Hold	759	–	–	0.01%	265
2023 Q1	$12.2K	Buy	759 +84	+12%	+$1.32K	0.01%	268
2022 Q4	$10.2K	Hold	675	–	–	0.01%	276
2022 Q3	$10K	Hold	675	–	–	0.01%	287
2022 Q2	$10K	Buy	675 +45	+7%	+$729	0.01%	290
2022 Q1	$11K	Buy	630 +108	+21%	+$1.91K	0.01%	301
2021 Q4	$10K	Buy	522 +60	+13%	+$1.11K	0.01%	272
2021 Q3	$8K	Hold	462	–	–	0.01%	280
2021 Q2	$8K	Buy	462 +156	+51%	+$2.63K	0.01%	282
2021 Q1	$5K	Buy	+306	New	+$4.79K	﹤0.01%	311

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

DB Wealth Management Group's SCHX Position: Q4 2023 in Review

DB Wealth Management Group held its Schwab US Large- Cap ETF (SCHX) position steady in Q4 2023 at 759 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #263.

DB Wealth Management Group first reported a position in SCHX in Q1 2021 and has held it in 12 quarters since. 1,167 funds tracked by Wall St. Rank hold SCHX as of Q4 2023.

DB Wealth Management Group held 759 shares of Schwab US Large- Cap ETF worth $14.3K as of Q4 2023.
DB Wealth Management Group left its Schwab US Large- Cap ETF share count unchanged in Q4 2023.
Schwab US Large- Cap ETF made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #263 holding.
DB Wealth Management Group first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 12 quarters since.
1,167 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.