Bridge Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bridge Advisory’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	$208K	Buy	+9,180	New	+$200K	0.1%	95

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 $1.54B AUM 16.9% 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

Bridge Advisory's SCHX Position: Q3 2024 in Review

Bridge Advisory opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2024: 9,180 shares worth $208K. The stake represents 0.1% of the portfolio and ranks #95 among its holdings.

1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

Bridge Advisory held 9,180 shares of Schwab US Large- Cap ETF worth $208K as of Q3 2024.
Schwab US Large- Cap ETF was a new Bridge Advisory position in Q3 2024.
Schwab US Large- Cap ETF made up 0.1% of Bridge Advisory's portfolio in Q3 2024, its #95 holding.
1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.