Ten Capital Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Ten Capital Wealth Advisors’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 Q2	$106K	Sell	6,084 -9,318	-60%	-$154K	0.03%	187
2023 Q1	$248K	Buy	15,402 +13,350	+651%	+$210K	0.08%	91
2022 Q4	$30.9K	Buy	2,052 +1,476	+256%	+$22.3K	0.01%	223
2022 Q3	$8K	Hold	576	–	–	﹤0.01%	347
2022 Q2	$9K	Hold	576	–	–	﹤0.01%	276
2022 Q1	$10K	Sell	576 -1,284	-69%	-$22.7K	﹤0.01%	295
2021 Q4	$35K	Sell	1,860 -456	-20%	-$8.42K	0.01%	164
2021 Q3	$40K	Buy	2,316 +456	+25%	+$8.13K	0.02%	148
2021 Q2	$32K	Sell	1,860 -14,298	-88%	-$241K	0.01%	208
2021 Q1	$258K	Buy	+16,158	New	+$253K	0.06%	116

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Ten Capital Wealth Advisors's SCHX Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 60% in Q2 2023, selling an estimated $154K and leaving 6,084 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #187.

Ten Capital Wealth Advisors first reported a position in SCHX in Q1 2021 and has held it in 10 quarters since. The position peaked at $258K in Q1 2021. 1,071 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

Ten Capital Wealth Advisors held 6,084 shares of Schwab US Large- Cap ETF worth $106K as of Q2 2023.
Ten Capital Wealth Advisors sold 9,318 Schwab US Large- Cap ETF shares in Q2 2023, an estimated $154K.
Schwab US Large- Cap ETF made up 0.03% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #187 holding.
Ten Capital Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 10 quarters since.
Ten Capital Wealth Advisors's Schwab US Large- Cap ETF position peaked at $258K in Q1 2021.
1,071 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.