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

Pioneer Wealth Management Group’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	-81,609	Closed	-$1.38M	–	39
2023 Q3	$1.38M	Sell	81,609 -6,798	-8%	-$119K	1.05%	20
2023 Q2	$1.54M	Buy	88,407 +2,706	+3%	+$44.7K	1.23%	20
2023 Q1	$1.38M	Buy	85,701 +81	+0.1%	+$1.27K	1.23%	17
2022 Q4	$1.29M	Buy	+85,620	New	+$1.3M	1.21%	19

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pioneer Wealth Management Group's SCHX Position: Q4 2023 in Review

Pioneer Wealth Management Group sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2023, closing a stake of 81,609 shares — an estimated $1.38M sold.

Pioneer Wealth Management Group first reported a position in SCHX in Q4 2022 and held it in 4 quarters. The position peaked at $1.54M in Q2 2023. 1,167 funds tracked by Wall St. Rank hold SCHX as of Q4 2023.

Pioneer Wealth Management Group reported no remaining Schwab US Large- Cap ETF position as of Q4 2023 after selling out during the quarter.
Pioneer Wealth Management Group sold 81,609 Schwab US Large- Cap ETF shares in Q4 2023, an estimated $1.38M.
Pioneer Wealth Management Group first reported a position in Schwab US Large- Cap ETF in Q4 2022 and held it in 4 quarters.
Pioneer Wealth Management Group's Schwab US Large- Cap ETF position peaked at $1.54M in Q2 2023.
1,167 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2023.

Based on Pioneer Wealth Management Group's 13F filing for Q4 2023, filed 10 Jan 2024.