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

Wealthsimple US’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
Q1 		$387K Sell
24,198
-2,508
-9% -$39.3K 0.23% 17
2020
Q4 		$405K Buy
26,706
+1,062
+4% +$15.2K 0.22% 17
2020
Q3 		$345K Buy
+25,644
New +$341K 0.23% 17

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Creative Planning
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Wealthsimple US's SCHX Position: Q1 2021 in Review

Wealthsimple US reduced its Schwab US Large- Cap ETF (SCHX) stake by 9.4% in Q1 2021, selling an estimated $39.3K and leaving 24,198 shares worth $387K. The position accounts for 0.23% of the portfolio, ranked #17.

Wealthsimple US first reported a position in SCHX in Q3 2020 and has held it in 3 quarters since. The position peaked at $405K in Q4 2020. 836 funds tracked by Wall St. Rank hold SCHX as of Q1 2021.

  • Wealthsimple US held 24,198 shares of Schwab US Large- Cap ETF worth $387K as of Q1 2021.
  • Wealthsimple US sold 2,508 Schwab US Large- Cap ETF shares in Q1 2021, an estimated $39.3K.
  • Schwab US Large- Cap ETF made up 0.23% of Wealthsimple US's portfolio in Q1 2021, its #17 holding.
  • Wealthsimple US first reported a position in Schwab US Large- Cap ETF in Q3 2020 and has held it in 3 quarters since.
  • Wealthsimple US's Schwab US Large- Cap ETF position peaked at $405K in Q4 2020.
  • 836 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2021.

Based on Wealthsimple US's 13F filing for Q1 2021, filed 12 May 2021.