Cambridge Trust’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cambridge Trust’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	$290K	Sell	14,040 -534	-4%	-$10.5K	0.01%	240
2023 Q4	$274K	Hold	14,574	–	–	0.01%	238
2023 Q3	$246K	Sell	14,574 -150	-1%	-$2.63K	0.01%	243
2023 Q2	$257K	Hold	14,724	–	–	0.01%	245
2023 Q1	$237K	Buy	14,724 +1,638	+13%	+$25.8K	0.01%	259
2022 Q4	$197K	Sell	13,086 -2,892	-18%	-$43.8K	0.01%	289
2022 Q3	$226K	Hold	15,978	–	–	0.01%	259
2022 Q2	$238K	Hold	15,978	–	–	0.01%	270
2022 Q1	$287K	Hold	15,978	–	–	0.01%	280
2021 Q4	$303K	Buy	15,978 +2,892	+22%	+$53.4K	0.01%	278
2021 Q3	$227K	Hold	13,086	–	–	0.01%	257
2021 Q2	$227K	Hold	13,086	–	–	0.01%	254
2021 Q1	$209K	Sell	13,086 -330	-2%	-$5.17K	0.01%	260
2020 Q4	$203K	Buy	+13,416	New	+$192K	0.01%	226

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 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 $13.5B AUM 24.62% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Trust's SCHX Position: Q1 2024 in Review

Cambridge Trust reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.7% in Q1 2024, selling an estimated $10.5K and leaving 14,040 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #240.

Cambridge Trust first reported a position in SCHX in Q4 2020 and has held it in 14 quarters since. The position peaked at $303K in Q4 2021. 1,191 funds tracked by Wall St. Rank hold SCHX as of Q1 2024.

Cambridge Trust held 14,040 shares of Schwab US Large- Cap ETF worth $290K as of Q1 2024.
Cambridge Trust sold 534 Schwab US Large- Cap ETF shares in Q1 2024, an estimated $10.5K.
Schwab US Large- Cap ETF made up 0.01% of Cambridge Trust's portfolio in Q1 2024, its #240 holding.
Cambridge Trust first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 14 quarters since.
Cambridge Trust's Schwab US Large- Cap ETF position peaked at $303K in Q4 2021.
1,191 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.