Thrive Capital Management (Pennsylvania)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Thrive Capital Management (Pennsylvania)’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 Q3	–	Sell	-19,194	Closed	-$335K	–	146
2023 Q2	$335K	Buy	19,194 +654	+4%	+$10.8K	0.19%	88
2023 Q1	$294K	Sell	18,540 -1,962	-10%	-$30.9K	0.19%	92
2022 Q4	$309K	Buy	20,502 +2,076	+11%	+$31.4K	0.2%	88
2022 Q3	$260K	Buy	+18,426	New	+$289K	0.18%	90

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

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

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

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

MGIA

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

Thrive Capital Management (Pennsylvania)'s SCHX Position: Q3 2023 in Review

Thrive Capital Management (Pennsylvania) sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2023, closing a stake of 19,194 shares — an estimated $335K sold.

Thrive Capital Management (Pennsylvania) first reported a position in SCHX in Q3 2022 and held it in 4 quarters. The position peaked at $335K in Q2 2023. 1,044 funds tracked by Wall St. Rank hold SCHX as of Q3 2023.

Thrive Capital Management (Pennsylvania) reported no remaining Schwab US Large- Cap ETF position as of Q3 2023 after selling out during the quarter.
Thrive Capital Management (Pennsylvania) sold 19,194 Schwab US Large- Cap ETF shares in Q3 2023, an estimated $335K.
Thrive Capital Management (Pennsylvania) first reported a position in Schwab US Large- Cap ETF in Q3 2022 and held it in 4 quarters.
Thrive Capital Management (Pennsylvania)'s Schwab US Large- Cap ETF position peaked at $335K in Q2 2023.
1,044 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2023.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q3 2023, filed 2 Nov 2023.