Tranquility Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Tranquility Partners’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	-17,820	Closed	-$311K	–	226
2023 Q2	$311K	Hold	17,820	–	–	0.13%	160
2023 Q1	$287K	Hold	17,820	–	–	0.14%	157
2022 Q4	$268K	Hold	17,820	–	–	0.14%	154
2022 Q3	$252K	Buy	17,820 +24	+0.1%	+$377	0.14%	155
2022 Q2	$265K	Hold	17,796	–	–	0.14%	166
2022 Q1	$319K	Buy	17,796 +660	+4%	+$11.7K	0.15%	148
2021 Q4	$325K	Hold	17,136	–	–	0.15%	148
2021 Q3	$297K	Hold	17,136	–	–	0.15%	158
2021 Q2	$297K	Sell	17,136 -3,450	-17%	-$58.2K	0.17%	146
2021 Q1	$329K	Buy	20,586 +4,212	+26%	+$66K	0.2%	129
2020 Q4	$248K	Hold	16,374	–	–	0.18%	138
2020 Q3	$220K	Buy	+16,374	New	+$218K	0.19%	133

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 $1.54B AUM 16.9% 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

Tranquility Partners's SCHX Position: Q3 2023 in Review

Tranquility Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2023, closing a stake of 17,820 shares — an estimated $311K sold.

Tranquility Partners first reported a position in SCHX in Q3 2020 and held it in 12 quarters. The position peaked at $329K in Q1 2021. 1,044 funds tracked by Wall St. Rank hold SCHX as of Q3 2023.

Tranquility Partners reported no remaining Schwab US Large- Cap ETF position as of Q3 2023 after selling out during the quarter.
Tranquility Partners sold 17,820 Schwab US Large- Cap ETF shares in Q3 2023, an estimated $311K.
Tranquility Partners first reported a position in Schwab US Large- Cap ETF in Q3 2020 and held it in 12 quarters.
Tranquility Partners's Schwab US Large- Cap ETF position peaked at $329K in Q1 2021.
1,044 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2023.

Based on Tranquility Partners's 13F filing for Q3 2023, filed 31 Oct 2023.