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

Retirement 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
2024 Q1	$117K	Hold	5,676	–	–	0.04%	151
2023 Q4	$107K	Hold	5,676	–	–	0.04%	151
2023 Q3	$95.7K	Hold	5,676	–	–	0.04%	148
2023 Q2	$99.1K	Hold	5,676	–	–	0.04%	143
2023 Q1	$92K	Hold	5,676	–	–	0.04%	142
2022 Q4	$85K	Buy	5,676 +3,567	+169%	+$54K	0.04%	137
2022 Q3	$30K	Sell	2,109 -23,250	-92%	-$365K	0.02%	151
2022 Q2	$377K	Buy	25,359 +16,233	+178%	+$263K	0.16%	74
2022 Q1	$164K	Buy	9,126 +2,100	+30%	+$37.2K	0.06%	128
2021 Q4	$133K	Sell	7,026 -522	-7%	-$9.64K	0.06%	146
2021 Q3	$131K	Hold	7,548	–	–	0.06%	147
2021 Q2	$131K	Hold	7,548	–	–	0.06%	141
2021 Q1	$121K	Sell	7,548 -612	-8%	-$9.59K	0.05%	165
2020 Q4	$123K	Sell	8,160 -3,594	-31%	-$51.4K	0.06%	163
2020 Q3	$158K	Sell	11,754 -3,564	-23%	-$47.4K	0.09%	140
2020 Q2	$189K	Buy	+15,318	New	+$179K	0.12%	114
2019 Q4	$186K	Buy	+14,508	New	+$178K	0.12%	117

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 $1.81B 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 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

Retirement Group's SCHX Position: Q1 2024 in Review

Retirement Group held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2024 at 5,676 shares worth $117K. The position accounts for 0.04% of the portfolio, ranked #151.

Retirement Group first reported a position in SCHX in Q4 2019 and has held it in 17 quarters since. The position peaked at $377K in Q2 2022. 1,191 funds tracked by Wall St. Rank hold SCHX as of Q1 2024.

Retirement Group held 5,676 shares of Schwab US Large- Cap ETF worth $117K as of Q1 2024.
Retirement Group left its Schwab US Large- Cap ETF share count unchanged in Q1 2024.
Schwab US Large- Cap ETF made up 0.04% of Retirement Group's portfolio in Q1 2024, its #151 holding.
Retirement Group first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's Schwab US Large- Cap ETF position peaked at $377K in Q2 2022.
1,191 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.