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Laffer Tengler Investments’s Schwab US Large- Cap ETF SCHX Stock Holding History

Laffer Tengler Investments’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
Q2 		– Sell
-3,135
Closed -$64.9K – 440
2024
Q1 		$64.9K Buy
+3,135
New +$61.7K 0.02% 232

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US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $1.81B 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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Laffer Tengler Investments's SCHX Position: Q2 2024 in Review

Laffer Tengler Investments sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2024, closing a stake of 3,135 shares — an estimated $64.9K sold.

Laffer Tengler Investments first reported a position in SCHX in Q1 2024 and held it in 1 quarter. The position peaked at $64.9K in Q1 2024. 1,220 funds tracked by Wall St. Rank hold SCHX as of Q2 2024.

  • Laffer Tengler Investments reported no remaining Schwab US Large- Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 3,135 Schwab US Large- Cap ETF shares in Q2 2024, an estimated $64.9K.
  • Laffer Tengler Investments first reported a position in Schwab US Large- Cap ETF in Q1 2024 and held it in 1 quarter.
  • Laffer Tengler Investments's Schwab US Large- Cap ETF position peaked at $64.9K in Q1 2024.
  • 1,220 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2024.

Based on Laffer Tengler Investments's 13F filing for Q2 2024, filed 14 Aug 2024.