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Wall Capital Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wall Capital Group’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
Q4 		– Sell
-10,272
Closed -$176K – 24
2023
Q3 		$176K Sell
10,272
-11,466
-53% -$201K 0.25% 22
2023
Q2 		$383K Sell
21,738
-19,830
-48% -$327K 0.41% 22
2023
Q1 		$670K Sell
41,568
-757,968
-95% -$11.9M 0.81% 19
2022
Q4 		$12.5M Buy
799,536
+25,062
+3% +$379K 17.2% 2
2022
Q3 		$11M Sell
774,474
-36,465
-4% -$572K 10.46% 3
2022
Q2 		$12.5M Buy
810,939
+192,705
+31% +$3.12M 8.64% 4
2022
Q1 		$11.1M Buy
618,234
+98,796
+19% +$1.75M 4.57% 5
2021
Q4 		$9.85M Buy
519,438
+50,250
+11% +$928K 3.43% 5
2021
Q3 		$8.13M Buy
469,188
+56,538
+14% +$1.01M 2.77% 5
2021
Q2 		$7.15M Buy
412,650
+42,606
+12% +$719K 2.42% 5
2021
Q1 		$5.92M Buy
370,044
+33,486
+10% +$525K 2.15% 5
2020
Q4 		$5.1M Buy
336,558
+81,990
+32% +$1.17M 2.01% 5
2020
Q3 		$3.42M Buy
254,568
+193,098
+314% +$2.57M 1.47% 9
2020
Q2 		$759K Buy
61,470
+21,000
+52% +$245K 0.34% 16
2020
Q1 		$413K Buy
+40,470
New +$492K 0.22% 19
2018
Q1 		– Sell
-10,686
Closed -$114K – 48
2017
Q4 		$114K Hold
10,686
– – 0.07% 33
2017
Q3 		$107K Hold
10,686
– – 0.07% 34
2017
Q2 		$103K Buy
10,686
+4,056
+61% +$38.7K 0.07% 32
2017
Q1 		$62K Buy
+6,630
New +$61.3K 0.05% 30

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wall Capital Group's SCHX Position: Q4 2023 in Review

Wall Capital Group sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2023, closing a stake of 10,272 shares — an estimated $176K sold.

Wall Capital Group first reported a position in SCHX in Q1 2017 and held it in 19 quarters. The position peaked at $12.5M in Q2 2022. 1,167 funds tracked by Wall St. Rank hold SCHX as of Q4 2023.

  • Wall Capital Group reported no remaining Schwab US Large- Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Wall Capital Group sold 10,272 Schwab US Large- Cap ETF shares in Q4 2023, an estimated $176K.
  • Wall Capital Group first reported a position in Schwab US Large- Cap ETF in Q1 2017 and held it in 19 quarters.
  • Wall Capital Group's Schwab US Large- Cap ETF position peaked at $12.5M in Q2 2022.
  • 1,167 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2023.

Based on Wall Capital Group's 13F filing for Q4 2023, filed 8 Feb 2024.