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

Endurance 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 Q2	$7K	Hold	375	–	–	﹤0.01%	528
2023 Q1	$6K	Hold	375	–	–	﹤0.01%	542
2022 Q4	$6K	Buy	+375	New	+$5.68K	﹤0.01%	521

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 $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Endurance Wealth Management's SCHX Position: Q2 2023 in Review

Endurance Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2023 at 375 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Endurance Wealth Management first reported a position in SCHX in Q4 2022 and has held it in 3 quarters since. 1,072 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

Endurance Wealth Management held 375 shares of Schwab US Large- Cap ETF worth $7K as of Q2 2023.
Endurance Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2023.
Schwab US Large- Cap ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #528 holding.
Endurance Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 3 quarters since.
1,072 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.