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

Wealth Architects’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
2024
Q2 		– Sell
-11,715
Closed -$242K – 218
2024
Q1 		$242K Hold
11,715
– – 0.03% 177
2023
Q4 		$220K Sell
11,715
-1,107
-9% -$19.4K 0.03% 180
2023
Q3 		$216K Sell
12,822
-285
-2% -$5K 0.04% 170
2023
Q2 		$229K Hold
13,107
– – 0.04% 166
2023
Q1 		$211K Sell
13,107
-2,268
-15% -$35.7K 0.04% 172
2022
Q4 		$231K Buy
+15,375
New +$233K 0.04% 154
2022
Q2 		– Sell
-12,951
Closed -$232K – 204
2022
Q1 		$232K Sell
12,951
-261
-2% -$4.62K 0.04% 175
2021
Q4 		$251K Buy
+13,212
New +$244K 0.04% 162

Other funds holding SCHX

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $1.54B AUM 16.9% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Architects's SCHX Position: Q2 2024 in Review

Wealth Architects sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2024, closing a stake of 11,715 shares — an estimated $242K sold.

Wealth Architects first reported a position in SCHX in Q4 2021 and held it in 8 quarters. The position peaked at $251K in Q4 2021. 1,220 funds tracked by Wall St. Rank hold SCHX as of Q2 2024.

  • Wealth Architects reported no remaining Schwab US Large- Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Wealth Architects sold 11,715 Schwab US Large- Cap ETF shares in Q2 2024, an estimated $242K.
  • Wealth Architects first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 8 quarters.
  • Wealth Architects's Schwab US Large- Cap ETF position peaked at $251K in Q4 2021.
  • 1,220 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2024.

Based on Wealth Architects's 13F filing for Q2 2024, filed 8 Aug 2024.