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Calamos Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Calamos 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
Q3 		– Sell
-103,452
Closed -$2.22M – 338
2024
Q2 		$2.22M Buy
+103,452
New +$2.14M 0.12% 99

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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Calamos Wealth Management's SCHX Position: Q3 2024 in Review

Calamos Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2024, closing a stake of 103,452 shares — an estimated $2.22M sold.

Calamos Wealth Management first reported a position in SCHX in Q2 2024 and held it in 1 quarter. The position peaked at $2.22M in Q2 2024. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

  • Calamos Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Calamos Wealth Management sold 103,452 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $2.22M.
  • Calamos Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2024 and held it in 1 quarter.
  • Calamos Wealth Management's Schwab US Large- Cap ETF position peaked at $2.22M in Q2 2024.
  • 1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on Calamos Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.