WFA Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

WFA Asset Management’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 Q1	–	Sell	-903	Closed	-$13.6K	–	250
2022 Q4	$13.6K	Buy	903 +6	+0.7%	+$91	0.01%	143
2022 Q3	$12.7K	Buy	+897	New	+$14.1K	0.01%	144

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

WFA Asset Management's SCHX Position: Q1 2023 in Review

WFA Asset Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2023, closing a stake of 903 shares — an estimated $13.6K sold.

WFA Asset Management first reported a position in SCHX in Q3 2022 and held it in 2 quarters. The position peaked at $13.6K in Q4 2022. 1,039 funds tracked by Wall St. Rank hold SCHX as of Q1 2023.

WFA Asset Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2023 after selling out during the quarter.
WFA Asset Management sold 903 Schwab US Large- Cap ETF shares in Q1 2023, an estimated $13.6K.
WFA Asset Management first reported a position in Schwab US Large- Cap ETF in Q3 2022 and held it in 2 quarters.
WFA Asset Management's Schwab US Large- Cap ETF position peaked at $13.6K in Q4 2022.
1,039 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2023.

Based on WFA Asset Management's 13F filing for Q1 2023, filed 13 Oct 2023.