Precision Wealth Strategies’s Schwab US Large- Cap ETF SCHX Stock Holding History

Precision Wealth Strategies’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 Q3	–	Sell	-42,645	Closed	-$913K	–	120
2024 Q2	$913K	Buy	42,645 +20,331	+91%	+$420K	0.94%	24
2024 Q1	$462K	Sell	22,314 -118,065	-84%	-$2.32M	0.44%	44
2023 Q4	$2.64M	Sell	140,379 -8,103	-5%	-$142K	2.56%	6
2023 Q3	$2.5M	Buy	+148,482	New	+$2.6M	2.72%	9
2021 Q3	–	Sell	-165,966	Closed	-$2.88M	–	134
2021 Q2	$2.88M	Buy	+165,966	New	+$2.8M	2.47%	7

Other funds holding SCHX

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

MGIA

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

Precision Wealth Strategies's SCHX Position: Q3 2024 in Review

Precision Wealth Strategies sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2024, closing a stake of 42,645 shares — an estimated $913K sold.

Precision Wealth Strategies first reported a position in SCHX in Q2 2021 and held it in 5 quarters. The position peaked at $2.88M in Q2 2021. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

Precision Wealth Strategies reported no remaining Schwab US Large- Cap ETF position as of Q3 2024 after selling out during the quarter.
Precision Wealth Strategies sold 42,645 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $913K.
Precision Wealth Strategies first reported a position in Schwab US Large- Cap ETF in Q2 2021 and held it in 5 quarters.
Precision Wealth Strategies's Schwab US Large- Cap ETF position peaked at $2.88M in Q2 2021.
1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on Precision Wealth Strategies's 13F filing for Q3 2024, filed 21 Oct 2024.