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

WealthCare Investment 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
2024 Q2	–	Sell	-9,810	Closed	-$203K	–	138
2024 Q1	$203K	Buy	+9,810	New	+$193K	0.1%	128
2023 Q1	–	Sell	-17,808	Closed	-$268K	–	131
2022 Q4	$268K	Buy	+17,808	New	+$270K	0.18%	93
2022 Q2	–	Sell	-11,421	Closed	-$201K	–	113
2022 Q1	$201K	Buy	11,421 +249	+2%	+$4.41K	0.18%	104
2021 Q4	$212K	Buy	+11,172	New	+$206K	0.21%	98

Other funds holding SCHX

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WealthCare Investment Partners's SCHX Position: Q2 2024 in Review

WealthCare Investment Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2024, closing a stake of 9,810 shares — an estimated $203K sold.

WealthCare Investment Partners first reported a position in SCHX in Q4 2021 and held it in 4 quarters. The position peaked at $268K in Q4 2022. 1,220 funds tracked by Wall St. Rank hold SCHX as of Q2 2024.

WealthCare Investment Partners reported no remaining Schwab US Large- Cap ETF position as of Q2 2024 after selling out during the quarter.
WealthCare Investment Partners sold 9,810 Schwab US Large- Cap ETF shares in Q2 2024, an estimated $203K.
WealthCare Investment Partners first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 4 quarters.
WealthCare Investment Partners's Schwab US Large- Cap ETF position peaked at $268K in Q4 2022.
1,220 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2024.

Based on WealthCare Investment Partners's 13F filing for Q2 2024, filed 18 Jul 2024.