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Steward Partners Investment Solutions’s Schwab US Large- Cap ETF SCHX Stock Holding History

Steward Partners Investment 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
2024
Q1 		$789K Buy
+38,121
New +$750K 0.13% 114

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SEI Investments
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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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Steward Partners Investment Solutions's SCHX Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2024: 38,121 shares worth $789K. The stake represents 0.13% of the portfolio and ranks #114 among its holdings.

1,191 funds tracked by Wall St. Rank hold SCHX as of Q1 2024.

  • Steward Partners Investment Solutions held 38,121 shares of Schwab US Large- Cap ETF worth $789K as of Q1 2024.
  • Schwab US Large- Cap ETF was a new Steward Partners Investment Solutions position in Q1 2024.
  • Schwab US Large- Cap ETF made up 0.13% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #114 holding.
  • 1,191 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.