TCWM
SCHX icon

Total Clarity Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Total Clarity Wealth Management’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
2022
Q3 		– Sell
-903
Closed -$13K – 836
2022
Q2 		$13K Buy
+903
New +$14.6K 0.01% 614

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Total Clarity Wealth Management's SCHX Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2022, closing a stake of 903 shares — an estimated $13K sold.

Total Clarity Wealth Management first reported a position in SCHX in Q2 2022 and held it in 1 quarter. The position peaked at $13K in Q2 2022. 959 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 903 Schwab US Large- Cap ETF shares in Q3 2022, an estimated $13K.
  • Total Clarity Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's Schwab US Large- Cap ETF position peaked at $13K in Q2 2022.
  • 959 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.