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Wrenne Financial Planning’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wrenne Financial Planning’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
Q3 		– Sell
-9,741
Closed -$209K – 46
2024
Q2 		$209K Buy
+9,741
New +$201K 0.14% 37

Other funds holding SCHX

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wrenne Financial Planning's SCHX Position: Q3 2024 in Review

Wrenne Financial Planning sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2024, closing a stake of 9,741 shares — an estimated $209K sold.

Wrenne Financial Planning first reported a position in SCHX in Q2 2024 and held it in 1 quarter. The position peaked at $209K in Q2 2024. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

  • Wrenne Financial Planning reported no remaining Schwab US Large- Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Wrenne Financial Planning sold 9,741 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $209K.
  • Wrenne Financial Planning first reported a position in Schwab US Large- Cap ETF in Q2 2024 and held it in 1 quarter.
  • Wrenne Financial Planning's Schwab US Large- Cap ETF position peaked at $209K in Q2 2024.
  • 1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on Wrenne Financial Planning's 13F filing for Q3 2024, filed 12 Nov 2024.