Treybourne Wealth Planners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Treybourne Wealth Planners’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
2021 Q2	$512K	Buy	+29,532	New	+$498K	0.32%	24

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Treybourne Wealth Planners's SCHX Position: Q2 2021 in Review

Treybourne Wealth Planners opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2021: 29,532 shares worth $512K. The stake represents 0.32% of the portfolio and ranks #24 among its holdings.

872 funds tracked by Wall St. Rank hold SCHX as of Q2 2021.

Treybourne Wealth Planners held 29,532 shares of Schwab US Large- Cap ETF worth $512K as of Q2 2021.
Schwab US Large- Cap ETF was a new Treybourne Wealth Planners position in Q2 2021.
Schwab US Large- Cap ETF made up 0.32% of Treybourne Wealth Planners's portfolio in Q2 2021, its #24 holding.
872 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2021.

Based on Treybourne Wealth Planners's 13F filing for Q2 2021, filed 29 Jul 2021.