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

Imprint 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	$2.34M	Buy	+113,121	New	+$2.23M	0.57%	40

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

Imprint Wealth's SCHX Position: Q1 2024 in Review

Imprint Wealth opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2024: 113,121 shares worth $2.34M. The stake represents 0.57% of the portfolio and ranks #40 among its holdings.

1,191 funds tracked by Wall St. Rank hold SCHX as of Q1 2024.

Imprint Wealth held 113,121 shares of Schwab US Large- Cap ETF worth $2.34M as of Q1 2024.
Schwab US Large- Cap ETF was a new Imprint Wealth position in Q1 2024.
Schwab US Large- Cap ETF made up 0.57% of Imprint Wealth's portfolio in Q1 2024, its #40 holding.
1,191 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.