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

One 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
Q3 		– Sell
-11,667
Closed -$204K – 218
2023
Q2 		$204K Sell
11,667
-3,717
-24% -$61.4K 0.04% 201
2023
Q1 		$248K Buy
+15,384
New +$242K 0.06% 167

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 $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 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 $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

One Wealth Advisors's SCHX Position: Q3 2023 in Review

One Wealth Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2023, closing a stake of 11,667 shares — an estimated $204K sold.

One Wealth Advisors first reported a position in SCHX in Q1 2023 and held it in 2 quarters. The position peaked at $248K in Q1 2023. 1,044 funds tracked by Wall St. Rank hold SCHX as of Q3 2023.

  • One Wealth Advisors reported no remaining Schwab US Large- Cap ETF position as of Q3 2023 after selling out during the quarter.
  • One Wealth Advisors sold 11,667 Schwab US Large- Cap ETF shares in Q3 2023, an estimated $204K.
  • One Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2023 and held it in 2 quarters.
  • One Wealth Advisors's Schwab US Large- Cap ETF position peaked at $248K in Q1 2023.
  • 1,044 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2023.

Based on One Wealth Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.