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Bruce G. Allen Investments’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bruce G. Allen Investments’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
-195
Closed -$4.41K – 1141
2024
Q3 		$4.41K Hold
195
– – ﹤0.01% 597
2024
Q2 		$4.18K Sell
195
-828
-81% -$17.1K ﹤0.01% 590
2024
Q1 		$21.2K Buy
1,023
+3
+0.3% +$59 0.02% 369
2023
Q4 		$19.2K Buy
+1,020
New +$17.9K 0.02% 378

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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

Bruce G. Allen Investments's SCHX Position: Q4 2024 in Review

Bruce G. Allen Investments sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2024, closing a stake of 195 shares — an estimated $4.41K sold.

Bruce G. Allen Investments first reported a position in SCHX in Q4 2023 and held it in 4 quarters. The position peaked at $21.2K in Q1 2024. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

  • Bruce G. Allen Investments reported no remaining Schwab US Large- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Bruce G. Allen Investments sold 195 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $4.41K.
  • Bruce G. Allen Investments first reported a position in Schwab US Large- Cap ETF in Q4 2023 and held it in 4 quarters.
  • Bruce G. Allen Investments's Schwab US Large- Cap ETF position peaked at $21.2K in Q1 2024.
  • 1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Bruce G. Allen Investments's 13F filing for Q4 2024, filed 10 Jan 2025.