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

Rainsberger 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	$2.14M	Buy	113,685 +864	+0.8%	+$15.2K	1.17%	25
2023 Q3	$1.9M	Buy	112,821 +4,587	+4%	+$80.5K	1.17%	24
2023 Q2	$1.89M	Buy	108,234 +183	+0.2%	+$3.02K	1.14%	24
2023 Q1	$1.74M	Buy	108,051 +630	+0.6%	+$9.91K	1.03%	31
2022 Q4	$1.62M	Buy	107,421 +582	+0.5%	+$8.81K	1.03%	30
2022 Q3	$1.51M	Buy	106,839 +2,073	+2%	+$32.5K	1.04%	28
2022 Q2	$1.56M	Buy	104,766 +228	+0.2%	+$3.69K	1.14%	27
2022 Q1	$1.88M	Buy	104,538 +1,068	+1%	+$18.9K	1.2%	27
2021 Q4	$1.96M	Buy	+103,470	New	+$1.91M	1.15%	26

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 $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rainsberger Wealth Advisors's SCHX Position: Q4 2023 in Review

Rainsberger Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.77% in Q4 2023, buying an estimated $15.2K and bringing the position to 113,685 shares worth $2.14M. The position accounts for 1.17% of the portfolio, ranked #25.

Rainsberger Wealth Advisors first reported a position in SCHX in Q4 2021 and has held it in 9 quarters since. 1,167 funds tracked by Wall St. Rank hold SCHX as of Q4 2023.

Rainsberger Wealth Advisors held 113,685 shares of Schwab US Large- Cap ETF worth $2.14M as of Q4 2023.
Rainsberger Wealth Advisors bought 864 Schwab US Large- Cap ETF shares in Q4 2023, an estimated $15.2K.
Schwab US Large- Cap ETF made up 1.17% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #25 holding.
Rainsberger Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 9 quarters since.
1,167 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.