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Moss Adams Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Moss Adams Wealth Advisors’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 		– Sell
-7,740
Closed -$131K – 162
2023
Q3 		$131K Buy
+7,740
New +$136K 0.04% 100
2023
Q1 		– Sell
-339
Closed -$5.1K – 206
2022
Q4 		$5.1K Buy
+339
New +$5.13K ﹤0.01% 150

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

Moss Adams Wealth Advisors's SCHX Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2023, closing a stake of 7,740 shares — an estimated $131K sold.

Moss Adams Wealth Advisors first reported a position in SCHX in Q4 2022 and held it in 2 quarters. The position peaked at $131K in Q3 2023. 1,167 funds tracked by Wall St. Rank hold SCHX as of Q4 2023.

  • Moss Adams Wealth Advisors reported no remaining Schwab US Large- Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 7,740 Schwab US Large- Cap ETF shares in Q4 2023, an estimated $131K.
  • Moss Adams Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2022 and held it in 2 quarters.
  • Moss Adams Wealth Advisors's Schwab US Large- Cap ETF position peaked at $131K in Q3 2023.
  • 1,167 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.