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GW & Wade’s Schwab US Large- Cap ETF SCHX Stock Holding History

GW & Wade’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 		$3.72M Buy
197,730
+22,203
+13% +$390K 0.12% 124
2023
Q3 		$2.96M Buy
175,527
+987
+0.6% +$17.3K 0.11% 128
2023
Q2 		$3.05M Buy
174,540
+1,521
+0.9% +$25.1K 0.11% 126
2023
Q1 		$2.79M Sell
173,019
-339
-0.2% -$5.33K 0.11% 127
2022
Q4 		$2.61M Buy
173,358
+15
+0% +$227 0.11% 127
2022
Q3 		$2.45M Buy
173,343
+158,196
+1,044% +$2.48M 0.12% 121
2022
Q2 		$226K Sell
15,147
-138
-0.9% -$2.24K 0.01% 347
2022
Q1 		$274K Buy
15,285
+9
+0.1% +$159 0.01% 324
2021
Q4 		$290K Buy
15,276
+2,364
+18% +$43.7K 0.01% 326
2021
Q3 		$224K Sell
12,912
-588
-4% -$10.5K 0.01% 353
2021
Q2 		$234K Sell
13,500
-6,750
-33% -$114K 0.01% 352
2021
Q1 		$324K Buy
+20,250
New +$317K 0.02% 273

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GW & Wade's SCHX Position: Q4 2023 in Review

GW & Wade increased its Schwab US Large- Cap ETF (SCHX) stake by 13% in Q4 2023, buying an estimated $390K and bringing the position to 197,730 shares worth $3.72M. The position accounts for 0.12% of the portfolio, ranked #124.

GW & Wade 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.

  • GW & Wade held 197,730 shares of Schwab US Large- Cap ETF worth $3.72M as of Q4 2023.
  • GW & Wade bought 22,203 Schwab US Large- Cap ETF shares in Q4 2023, an estimated $390K.
  • Schwab US Large- Cap ETF made up 0.12% of GW & Wade's portfolio in Q4 2023, its #124 holding.
  • GW & Wade 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 GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.