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Life Planning Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Life Planning 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
2024
Q1 		– Sell
-3,549
Closed -$66.7K – 205
2023
Q4 		$66.7K Buy
+3,549
New +$62.3K 0.07% 93
2022
Q3 		$45.3K Hold
3,210
– – 0.05% 92
2022
Q2 		$48K Hold
3,210
– – 0.05% 89
2022
Q1 		$58K Hold
3,210
– – 0.06% 83
2021
Q4 		$61K Buy
+3,210
New +$59.3K 0.06% 82

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 $1.81B 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Life Planning Partners's SCHX Position: Q1 2024 in Review

Life Planning Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2024, closing a stake of 3,549 shares — an estimated $66.7K sold.

Life Planning Partners first reported a position in SCHX in Q4 2021 and held it in 5 quarters. The position peaked at $66.7K in Q4 2023. 1,191 funds tracked by Wall St. Rank hold SCHX as of Q1 2024.

  • Life Planning Partners reported no remaining Schwab US Large- Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 3,549 Schwab US Large- Cap ETF shares in Q1 2024, an estimated $66.7K.
  • Life Planning Partners first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Schwab US Large- Cap ETF position peaked at $66.7K in Q4 2023.
  • 1,191 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.