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

Madison Wealth Management’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
Q3 		$462K Hold
27,405
– – 0.1% 111
2023
Q2 		$478K Sell
27,405
-4,920
-15% -$81.2K 0.1% 116
2023
Q1 		$521K Sell
32,325
-1,560
-5% -$24.5K 0.11% 110
2022
Q4 		$510K Buy
+33,885
New +$513K 0.12% 112

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
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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Madison Wealth Management's SCHX Position: Q3 2023 in Review

Madison Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2023 at 27,405 shares worth $462K. The position accounts for 0.1% of the portfolio, ranked #111.

Madison Wealth Management first reported a position in SCHX in Q4 2022 and has held it in 4 quarters since. The position peaked at $521K in Q1 2023. 1,044 funds tracked by Wall St. Rank hold SCHX as of Q3 2023.

  • Madison Wealth Management held 27,405 shares of Schwab US Large- Cap ETF worth $462K as of Q3 2023.
  • Madison Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q3 2023.
  • Schwab US Large- Cap ETF made up 0.1% of Madison Wealth Management's portfolio in Q3 2023, its #111 holding.
  • Madison Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 4 quarters since.
  • Madison Wealth Management's Schwab US Large- Cap ETF position peaked at $521K in Q1 2023.
  • 1,044 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.