Simplicity Solutions’s Schwab US Large- Cap ETF SCHX Stock Holding History

Simplicity Solutions’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 Q4	$2.29M	Sell	121,893 -3,123	-2%	-$54.8K	0.06%	280
2023 Q3	$2.11M	Sell	125,016 -8,145	-6%	-$143K	0.07%	267
2023 Q2	$2.32M	Buy	133,161 +156	+0.1%	+$2.58K	0.06%	273
2023 Q1	$2.14M	Buy	+133,005	New	+$2.09M	0.06%	294
2019 Q2	–	Sell	-172,674	Closed	-$1.95M	–	836
2019 Q1	$1.95M	Sell	172,674 -106,968	-38%	-$1.16M	0.12%	163
2018 Q4	$2.78M	Buy	+279,642	New	+$3M	0.36%	71
2018 Q2	–	Sell	-35,202	Closed	-$370K	–	507
2018 Q1	$370K	Buy	35,202 +762	+2%	+$8.29K	0.03%	246
2017 Q4	$366K	Buy	+34,440	New	+$357K	0.04%	261

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 $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Simplicity Solutions's SCHX Position: Q4 2023 in Review

Simplicity Solutions reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.5% in Q4 2023, selling an estimated $54.8K and leaving 121,893 shares worth $2.29M. The position accounts for 0.06% of the portfolio, ranked #280.

Simplicity Solutions first reported a position in SCHX in Q4 2017 and has held it in 8 quarters since. The position peaked at $2.78M in Q4 2018. 1,167 funds tracked by Wall St. Rank hold SCHX as of Q4 2023.

Simplicity Solutions held 121,893 shares of Schwab US Large- Cap ETF worth $2.29M as of Q4 2023.
Simplicity Solutions sold 3,123 Schwab US Large- Cap ETF shares in Q4 2023, an estimated $54.8K.
Schwab US Large- Cap ETF made up 0.06% of Simplicity Solutions's portfolio in Q4 2023, its #280 holding.
Simplicity Solutions first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 8 quarters since.
Simplicity Solutions's Schwab US Large- Cap ETF position peaked at $2.78M in Q4 2018.
1,167 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.