Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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SS
Simplicity Solutions’s
Schwab US Large- Cap ETF
SCHX
Stock Holding History
Simplicity Solutions’s Portfolio
SCHX Stock Details
SCHX Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
$2.29M
Sell
2023
Q3
$2.11M
Sell
2023
Q2
$2.32M
Buy
2023
Q1
$2.14M
Buy
2019
Q2
–
Sell
2019
Q1
$1.95M
Sell
2018
Q4
$2.78M
Buy
2018
Q2
–
Sell
2018
Q1
$370K
Buy
2017
Q4
$366K
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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