Advisory Services & Investments’s Schwab US Large- Cap ETF SCHX Stock Holding History

Advisory Services & Investments’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	$356K	Hold	15,744	–	–	0.24%	31
2024 Q2	$337K	Hold	15,744	–	–	0.23%	30
2024 Q1	$326K	Sell	15,744 -5,286	-25%	-$104K	0.22%	30
2023 Q4	$395K	Buy	+21,030	New	+$369K	0.29%	27
2023 Q3	–	Sell	-14,262	Closed	-$249K	–	36
2023 Q2	$249K	Sell	14,262 -438	-3%	-$7.23K	0.21%	31
2023 Q1	$237K	Hold	14,700	–	–	0.22%	32
2022 Q4	$221K	Sell	14,700 -1,107	-7%	-$16.8K	0.22%	31
2022 Q3	$223K	Hold	15,807	–	–	0.24%	37
2022 Q2	$235K	Sell	15,807 -18,195	-54%	-$295K	0.22%	41
2022 Q1	$610K	Buy	34,002 +18,204	+115%	+$322K	0.49%	28
2021 Q4	$300K	Hold	15,798	–	–	0.19%	33
2021 Q3	$274K	Buy	+15,798	New	+$282K	0.18%	34

Other funds holding SCHX

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advisory Services & Investments's SCHX Position: Q3 2024 in Review

Advisory Services & Investments held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2024 at 15,744 shares worth $356K. The position accounts for 0.24% of the portfolio, ranked #31.

Advisory Services & Investments first reported a position in SCHX in Q3 2021 and has held it in 12 quarters since. The position peaked at $610K in Q1 2022. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

Advisory Services & Investments held 15,744 shares of Schwab US Large- Cap ETF worth $356K as of Q3 2024.
Advisory Services & Investments left its Schwab US Large- Cap ETF share count unchanged in Q3 2024.
Schwab US Large- Cap ETF made up 0.24% of Advisory Services & Investments's portfolio in Q3 2024, its #31 holding.
Advisory Services & Investments first reported a position in Schwab US Large- Cap ETF in Q3 2021 and has held it in 12 quarters since.
Advisory Services & Investments's Schwab US Large- Cap ETF position peaked at $610K in Q1 2022.
1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on Advisory Services & Investments's 13F filing for Q3 2024, filed 12 Nov 2024.