Alaska Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Alaska Wealth Advisors’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	-8,196	Closed	-$185K	–	91
2024 Q3	$185K	Hold	8,196	–	–	0.03%	76
2024 Q2	$176K	Sell	8,196 -12	-0.1%	-$248	0.03%	69
2024 Q1	$170K	Hold	8,208	–	–	0.03%	71
2023 Q4	$154K	Hold	8,208	–	–	0.03%	71
2023 Q3	$138K	Sell	8,208 -330	-4%	-$5.79K	0.02%	66
2023 Q2	$149K	Hold	8,538	–	–	0.02%	67
2023 Q1	$138K	Buy	+8,538	New	+$134K	0.02%	64

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

Alaska Wealth Advisors's SCHX Position: Q4 2024 in Review

Alaska Wealth Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2024, closing a stake of 8,196 shares — an estimated $185K sold.

Alaska Wealth Advisors first reported a position in SCHX in Q1 2023 and held it in 7 quarters. The position peaked at $185K in Q3 2024. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

Alaska Wealth Advisors reported no remaining Schwab US Large- Cap ETF position as of Q4 2024 after selling out during the quarter.
Alaska Wealth Advisors sold 8,196 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $185K.
Alaska Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2023 and held it in 7 quarters.
Alaska Wealth Advisors's Schwab US Large- Cap ETF position peaked at $185K in Q3 2024.
1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Alaska Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.