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

Abacus Wealth 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
Q4 		– Sell
-13,458
Closed -$304K – 99
2024
Q3 		$304K Buy
+13,458
New +$293K 0.05% 67

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Abacus Wealth Partners's SCHX Position: Q4 2024 in Review

Abacus Wealth Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2024, closing a stake of 13,458 shares — an estimated $304K sold.

Abacus Wealth Partners first reported a position in SCHX in Q3 2024 and held it in 1 quarter. The position peaked at $304K in Q3 2024. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

  • Abacus Wealth Partners reported no remaining Schwab US Large- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Abacus Wealth Partners sold 13,458 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $304K.
  • Abacus Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q3 2024 and held it in 1 quarter.
  • Abacus Wealth Partners's Schwab US Large- Cap ETF position peaked at $304K in Q3 2024.
  • 1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Abacus Wealth Partners's 13F filing for Q4 2024, filed 16 Jan 2025.