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Relaxing Retirement Coach’s Schwab US Large- Cap ETF SCHX Stock Holding History

Relaxing Retirement Coach’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
Q2 		$8.54M Sell
489,471
-3,813
-0.8% -$63K 2.57% 10
2023
Q1 		$7.95M Sell
493,284
-4,101
-0.8% -$64.5K 2.65% 10
2022
Q4 		$7.49M Sell
497,385
-543
-0.1% -$8.22K 2.77% 8
2022
Q3 		$7.02M Sell
497,928
-8,874
-2% -$139K 3.32% 9
2022
Q2 		$7.54M Sell
506,802
-16,476
-3% -$267K 3.8% 8
2022
Q1 		$9.39M Buy
523,278
+78
+0% +$1.38K 4.82% 6
2021
Q4 		$9.92M Sell
523,200
-4,716
-0.9% -$87.1K 5.7% 4
2021
Q3 		$9.15M Sell
527,916
-6,732
-1% -$120K 7.5% 2
2021
Q2 		$9.26M Sell
534,648
-5,712
-1% -$96.4K 7.88% 2
2021
Q1 		$8.65M Sell
540,360
-30,150
-5% -$472K 9.88% 1
2020
Q4 		$8.65M Sell
570,510
-922,014
-62% -$13.2M 9.45% 1
2020
Q3 		$20.1M Buy
1,492,524
+577,008
+63% +$7.67M 8.75% 1
2020
Q2 		$11.3M Sell
915,516
-153,186
-14% -$1.79M 7.95% 1
2020
Q1 		$10.9M Sell
1,068,702
-509,154
-32% -$6.18M 6.72% 1
2019
Q4 		$20.2M Sell
1,577,856
-49,452
-3% -$606K 5.91% 2
2019
Q3 		$19.2M Sell
1,627,308
-44,358
-3% -$523K 5.94% 2
2019
Q2 		$19.5M Sell
1,671,666
-75,108
-4% -$863K 5.97% 2
2019
Q1 		$19.7M Sell
1,746,774
-16,392
-0.9% -$178K 6.13% 2
2018
Q4 		$17.5M Sell
1,763,166
-38,142
-2% -$409K 5.94% 2
2018
Q3 		$20.9M Sell
1,801,308
-79,080
-4% -$899K 6.26% 2
2018
Q2 		$20.4M Buy
1,880,388
+104,202
+6% +$1.12M 6.29% 2
2018
Q1 		$18.7M Buy
1,776,186
+171,444
+11% +$1.86M 5.9% 3
2017
Q4 		$17.1M Buy
+1,604,742
New +$16.6M 5.55% 1

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 $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Relaxing Retirement Coach's SCHX Position: Q2 2023 in Review

Relaxing Retirement Coach reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.77% in Q2 2023, selling an estimated $63K and leaving 489,471 shares worth $8.54M. The position accounts for 2.57% of the portfolio, ranked #10.

Relaxing Retirement Coach first reported a position in SCHX in Q4 2017 and has held it in 23 quarters since. The position peaked at $20.9M in Q3 2018. 1,072 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

  • Relaxing Retirement Coach held 489,471 shares of Schwab US Large- Cap ETF worth $8.54M as of Q2 2023.
  • Relaxing Retirement Coach sold 3,813 Schwab US Large- Cap ETF shares in Q2 2023, an estimated $63K.
  • Schwab US Large- Cap ETF made up 2.57% of Relaxing Retirement Coach's portfolio in Q2 2023, its #10 holding.
  • Relaxing Retirement Coach first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 23 quarters since.
  • Relaxing Retirement Coach's Schwab US Large- Cap ETF position peaked at $20.9M in Q3 2018.
  • 1,072 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.