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

PrairieView 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 Q2	–	Sell	-84	Closed	-$1.74K	–	400
2024 Q1	$2K	Hold	84	–	–	﹤0.01%	342
2023 Q4	$2K	Hold	84	–	–	﹤0.01%	333
2023 Q3	$1K	Hold	84	–	–	﹤0.01%	366
2023 Q2	$1K	Hold	84	–	–	﹤0.01%	418
2023 Q1	$1K	Sell	84 -24	-22%	-$378	﹤0.01%	398
2022 Q4	$1K	Buy	108 +24	+29%	+$363	﹤0.01%	442
2022 Q3	$1K	Hold	84	–	–	﹤0.01%	417
2022 Q2	$1K	Hold	84	–	–	﹤0.01%	439
2022 Q1	$2K	Hold	84	–	–	﹤0.01%	410
2021 Q4	$2K	Hold	84	–	–	﹤0.01%	393
2021 Q3	$1K	Hold	84	–	–	﹤0.01%	360
2021 Q2	$1K	Hold	84	–	–	﹤0.01%	343
2021 Q1	$1K	Hold	84	–	–	﹤0.01%	349
2020 Q4	$1K	Hold	84	–	–	﹤0.01%	303
2020 Q3	$1K	Hold	84	–	–	﹤0.01%	294
2020 Q2	$1K	Hold	84	–	–	﹤0.01%	287
2020 Q1	$1K	Buy	+84	New	+$1.02K	﹤0.01%	281

Other funds holding SCHX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 $1.54B AUM 16.9% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PrairieView Partners's SCHX Position: Q2 2024 in Review

PrairieView Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2024, closing a stake of 84 shares — an estimated $1.74K sold.

PrairieView Partners first reported a position in SCHX in Q1 2020 and held it in 17 quarters. The position peaked at $2K in Q1 2024. 1,220 funds tracked by Wall St. Rank hold SCHX as of Q2 2024.

PrairieView Partners reported no remaining Schwab US Large- Cap ETF position as of Q2 2024 after selling out during the quarter.
PrairieView Partners sold 84 Schwab US Large- Cap ETF shares in Q2 2024, an estimated $1.74K.
PrairieView Partners first reported a position in Schwab US Large- Cap ETF in Q1 2020 and held it in 17 quarters.
PrairieView Partners's Schwab US Large- Cap ETF position peaked at $2K in Q1 2024.
1,220 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2024.

Based on PrairieView Partners's 13F filing for Q2 2024, filed 1 Aug 2024.