Braun-Bostich & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Braun-Bostich & Associates’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	–	Sell	-11,964	Closed	-$256K	–	120
2024 Q2	$256K	Sell	11,964 -1,329	-10%	-$27.5K	0.19%	88
2024 Q1	$275K	Sell	13,293 -1,755	-12%	-$34.5K	0.23%	101
2023 Q4	$283K	Buy	+15,048	New	+$264K	0.26%	98
2023 Q3	–	Sell	-15,438	Closed	-$269K	–	98
2023 Q2	$269K	Sell	15,438 -1,467	-9%	-$24.2K	0.58%	59
2023 Q1	$273K	Buy	16,905 +624	+4%	+$9.82K	0.64%	54
2022 Q4	$245K	Buy	16,281 +768	+5%	+$11.6K	0.71%	48
2022 Q3	$219K	Sell	15,513 -483	-3%	-$7.58K	0.67%	55
2022 Q2	$238K	Buy	+15,996	New	+$259K	0.62%	57

Other funds holding SCHX

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

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

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

Braun-Bostich & Associates's SCHX Position: Q3 2024 in Review

Braun-Bostich & Associates sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2024, closing a stake of 11,964 shares — an estimated $256K sold.

Braun-Bostich & Associates first reported a position in SCHX in Q2 2022 and held it in 8 quarters. The position peaked at $283K in Q4 2023. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

Braun-Bostich & Associates reported no remaining Schwab US Large- Cap ETF position as of Q3 2024 after selling out during the quarter.
Braun-Bostich & Associates sold 11,964 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $256K.
Braun-Bostich & Associates first reported a position in Schwab US Large- Cap ETF in Q2 2022 and held it in 8 quarters.
Braun-Bostich & Associates's Schwab US Large- Cap ETF position peaked at $283K in Q4 2023.
1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on Braun-Bostich & Associates's 13F filing for Q3 2024, filed 15 Oct 2024.