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Sanctuary Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sanctuary Wealth Management’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
Q2 		– Sell
-69
Closed -$1.4K – 300
2024
Q1 		$1.4K Hold
69
– – ﹤0.01% 220
2023
Q4 		$1.27K Buy
69
+3
+5% +$53 ﹤0.01% 232
2023
Q3 		$1.14K Buy
+66
New +$1.16K ﹤0.01% 227

Other funds holding SCHX

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sanctuary Wealth Management's SCHX Position: Q2 2024 in Review

Sanctuary Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2024, closing a stake of 69 shares — an estimated $1.4K sold.

Sanctuary Wealth Management first reported a position in SCHX in Q3 2023 and held it in 3 quarters. The position peaked at $1.4K in Q1 2024. 1,220 funds tracked by Wall St. Rank hold SCHX as of Q2 2024.

  • Sanctuary Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Sanctuary Wealth Management sold 69 Schwab US Large- Cap ETF shares in Q2 2024, an estimated $1.4K.
  • Sanctuary Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2023 and held it in 3 quarters.
  • Sanctuary Wealth Management's Schwab US Large- Cap ETF position peaked at $1.4K in Q1 2024.
  • 1,220 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2024.

Based on Sanctuary Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.