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Resource Planning Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Resource Planning Group’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 		– Sell
-14,328
Closed -$231K – 62
2023
Q1 		$231K Sell
14,328
-75
-0.5% -$1.18K 0.19% 56
2022
Q4 		$217K Buy
14,403
+21
+0.1% +$318 0.17% 60
2022
Q3 		$203K Buy
14,382
+468
+3% +$7.34K 0.18% 62
2022
Q2 		$207K Sell
13,914
-1,149
-8% -$18.6K 0.17% 63
2022
Q1 		$270K Sell
15,063
-309
-2% -$5.47K 0.19% 59
2021
Q4 		$292K Sell
15,372
-1,932
-11% -$35.7K 0.2% 57
2021
Q3 		$300K Buy
17,304
+156
+0.9% +$2.78K 0.19% 64
2021
Q2 		$297K Buy
+17,148
New +$289K 0.17% 62
2021
Q1 		– Sell
-15,042
Closed -$228K – 68
2020
Q4 		$228K Sell
15,042
-768
-5% -$11K 0.16% 58
2020
Q3 		$212K Sell
15,810
-1,320
-8% -$17.5K 0.16% 58
2020
Q2 		$212K Sell
17,130
-2,706
-14% -$31.5K 0.16% 55
2020
Q1 		$202K Sell
19,836
-7,056
-26% -$85.7K 0.18% 47
2019
Q4 		$344K Sell
26,892
-618
-2% -$7.58K 0.2% 48
2019
Q3 		$325K Buy
27,510
+900
+3% +$10.6K 0.19% 47
2019
Q2 		$311K Buy
26,610
+4,218
+19% +$48.5K 0.18% 50
2019
Q1 		$252K Buy
22,392
+726
+3% +$7.87K 0.17% 45
2018
Q4 		$216K Buy
21,666
+1,764
+9% +$18.9K 0.16% 44
2018
Q3 		$231K Buy
+19,902
New +$226K 0.18% 40

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Resource Planning Group's SCHX Position: Q2 2023 in Review

Resource Planning Group sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2023, closing a stake of 14,328 shares — an estimated $231K sold.

Resource Planning Group first reported a position in SCHX in Q3 2018 and held it in 18 quarters. The position peaked at $344K in Q4 2019. 1,071 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

  • Resource Planning Group reported no remaining Schwab US Large- Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Resource Planning Group sold 14,328 Schwab US Large- Cap ETF shares in Q2 2023, an estimated $231K.
  • Resource Planning Group first reported a position in Schwab US Large- Cap ETF in Q3 2018 and held it in 18 quarters.
  • Resource Planning Group's Schwab US Large- Cap ETF position peaked at $344K in Q4 2019.
  • 1,071 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

Based on Resource Planning Group's 13F filing for Q2 2023, filed 28 Jul 2023.