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

Advocate Group’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	-9,669	Closed	-$219K	–	118
2024 Q3	$219K	Hold	9,669	–	–	0.04%	112
2024 Q2	$207K	Hold	9,669	–	–	0.04%	115
2024 Q1	$200K	Buy	+9,669	New	+$190K	0.04%	120
2023 Q4	–	Sell	-13,884	Closed	-$234K	–	118
2023 Q3	$234K	Sell	13,884 -300	-2%	-$5.26K	0.05%	111
2023 Q2	$248K	Hold	14,184	–	–	0.05%	112
2023 Q1	$229K	Hold	14,184	–	–	0.05%	113
2022 Q4	$213K	Buy	+14,184	New	+$215K	0.05%	114

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

Advocate Group's SCHX Position: Q4 2024 in Review

Advocate Group sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2024, closing a stake of 9,669 shares — an estimated $219K sold.

Advocate Group first reported a position in SCHX in Q4 2022 and held it in 7 quarters. The position peaked at $248K in Q2 2023. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

Advocate Group reported no remaining Schwab US Large- Cap ETF position as of Q4 2024 after selling out during the quarter.
Advocate Group sold 9,669 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $219K.
Advocate Group first reported a position in Schwab US Large- Cap ETF in Q4 2022 and held it in 7 quarters.
Advocate Group's Schwab US Large- Cap ETF position peaked at $248K in Q2 2023.
1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Advocate Group's 13F filing for Q4 2024, filed 21 Jan 2025.