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

Wealth Advisors’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	$307K	Buy	+18,219	New	+$320K	0.14%	48

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

Wealth Advisors's SCHX Position: Q3 2023 in Review

Wealth Advisors opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2023: 18,219 shares worth $307K. The stake represents 0.14% of the portfolio and ranks #48 among its holdings.

1,044 funds tracked by Wall St. Rank hold SCHX as of Q3 2023.

Wealth Advisors held 18,219 shares of Schwab US Large- Cap ETF worth $307K as of Q3 2023.
Schwab US Large- Cap ETF was a new Wealth Advisors position in Q3 2023.
Schwab US Large- Cap ETF made up 0.14% of Wealth Advisors's portfolio in Q3 2023, its #48 holding.
1,044 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.