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

Rational 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
2024
Q1 		– Sell
-1,160,913
Closed -$21.8M – 220
2023
Q4 		$21.8M Sell
1,160,913
-107,097
-8% -$1.88M 2.22% 13
2023
Q3 		$21.4M Sell
1,268,010
-182,313
-13% -$3.2M 1.94% 15
2023
Q2 		$25.3M Sell
1,450,323
-84,930
-6% -$1.4M 2.1% 14
2023
Q1 		$24.8M Sell
1,535,253
-93,921
-6% -$1.48M 2.02% 16
2022
Q4 		$24.5M Sell
1,629,174
-213,396
-12% -$3.23M 2.03% 15
2022
Q3 		$26M Sell
1,842,570
-76,653
-4% -$1.2M 2.05% 16
2022
Q2 		$28.6M Sell
1,919,223
-140,532
-7% -$2.28M 2.06% 16
2022
Q1 		$37M Buy
+2,059,755
New +$36.5M 2.19% 14
2020
Q1 		– Sell
-43,236
Closed -$553K – 453
2019
Q4 		$553K Buy
43,236
+3,252
+8% +$39.9K 0.26% 107
2019
Q3 		$473K Buy
39,984
+8,736
+28% +$103K 0.18% 134
2019
Q2 		$366K Buy
31,248
+4,662
+18% +$53.5K 0.13% 158
2019
Q1 		$300K Buy
26,586
+7,482
+39% +$81.1K 0.08% 170
2018
Q4 		$190K Buy
19,104
+834
+5% +$8.95K 0.06% 191
2018
Q3 		$212K Buy
18,270
+4,872
+36% +$55.4K 0.05% 192
2018
Q2 		$145K Buy
13,398
+6,450
+93% +$69.6K 0.07% 214
2018
Q1 		$73K Buy
+6,948
New +$75.6K 0.03% 269

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 $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
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 $1.81B AUM 22.3% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rational Advisors's SCHX Position: Q1 2024 in Review

Rational Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2024, closing a stake of 1,160,913 shares — an estimated $21.8M sold.

Rational Advisors first reported a position in SCHX in Q1 2018 and held it in 16 quarters. The position peaked at $37M in Q1 2022. 1,191 funds tracked by Wall St. Rank hold SCHX as of Q1 2024.

  • Rational Advisors reported no remaining Schwab US Large- Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Rational Advisors sold 1,160,913 Schwab US Large- Cap ETF shares in Q1 2024, an estimated $21.8M.
  • Rational Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2018 and held it in 16 quarters.
  • Rational Advisors's Schwab US Large- Cap ETF position peaked at $37M in Q1 2022.
  • 1,191 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2024.

Based on Rational Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.