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

Engrave Wealth Partners’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	$6.59M	Sell	350,553 -6,948	-2%	-$122K	1.88%	14
2023 Q3	$6.03M	Sell	357,501 -3,231	-0.9%	-$56.7K	1.85%	15
2023 Q2	$6.3M	Sell	360,732 -4,365	-1%	-$72.1K	2%	13
2023 Q1	$5.82M	Sell	365,097 -2,145	-0.6%	-$33.8K	1.96%	13
2022 Q4	$5.67M	Buy	+367,242	New	+$5.56M	1.97%	14

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

MGIA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Engrave Wealth Partners's SCHX Position: Q4 2023 in Review

Engrave Wealth Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.9% in Q4 2023, selling an estimated $122K and leaving 350,553 shares worth $6.59M. The position accounts for 1.88% of the portfolio, ranked #14.

Engrave Wealth Partners first reported a position in SCHX in Q4 2022 and has held it in 5 quarters since. 1,167 funds tracked by Wall St. Rank hold SCHX as of Q4 2023.

Engrave Wealth Partners held 350,553 shares of Schwab US Large- Cap ETF worth $6.59M as of Q4 2023.
Engrave Wealth Partners sold 6,948 Schwab US Large- Cap ETF shares in Q4 2023, an estimated $122K.
Schwab US Large- Cap ETF made up 1.88% of Engrave Wealth Partners's portfolio in Q4 2023, its #14 holding.
Engrave Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 5 quarters since.
1,167 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.