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Bradley & Co Private Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bradley & Co Private Wealth Management’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
Q1 		– Sell
-978
Closed -$18.4K – 207
2023
Q4 		$18.4K Buy
+978
New +$17.2K 0.02% 100

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Creative Planning
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SEI Investments
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HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bradley & Co Private Wealth Management's SCHX Position: Q1 2024 in Review

Bradley & Co Private Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2024, closing a stake of 978 shares — an estimated $18.4K sold.

Bradley & Co Private Wealth Management first reported a position in SCHX in Q4 2023 and held it in 1 quarter. The position peaked at $18.4K in Q4 2023. 1,191 funds tracked by Wall St. Rank hold SCHX as of Q1 2024.

  • Bradley & Co Private Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 978 Schwab US Large- Cap ETF shares in Q1 2024, an estimated $18.4K.
  • Bradley & Co Private Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2023 and held it in 1 quarter.
  • Bradley & Co Private Wealth Management's Schwab US Large- Cap ETF position peaked at $18.4K in Q4 2023.
  • 1,191 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2024.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.