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

Campbell 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
Q4 		$366M Buy
15,779,897
+451,928
+3% +$10.5M 32.92% 1
2024
Q3 		$347M Buy
+15,327,969
New +$334M 30.88% 1
2024
Q2 		– Sell
-14,624,283
Closed -$303M – 89
2024
Q1 		$303M Buy
14,624,283
+870,159
+6% +$17.1M 30.06% 1
2023
Q4 		$259M Buy
13,754,124
+225,807
+2% +$3.97M 30.68% 1
2023
Q3 		$228M Sell
13,528,317
-427,437
-3% -$7.5M 27.78% 1
2023
Q2 		$244M Buy
13,955,754
+350,700
+3% +$5.79M 31.31% 1
2023
Q1 		$219M Buy
13,605,054
+437,118
+3% +$6.88M 27.48% 1
2022
Q4 		$198M Buy
13,167,936
+70,170
+0.5% +$1.06M 27.58% 1
2022
Q3 		$185M Buy
13,097,766
+76,734
+0.6% +$1.2M 26.72% 1
2022
Q2 		$194M Sell
13,021,032
-432,252
-3% -$7M 27.15% 1
2022
Q1 		$241M Buy
13,453,284
+9,252
+0.1% +$164K 29.37% 1
2021
Q4 		$255M Buy
13,444,032
+431,514
+3% +$7.97M 29.16% 1
2021
Q3 		$226M Buy
13,012,518
+102,084
+0.8% +$1.82M 30.21% 1
2021
Q2 		$224M Buy
12,910,434
+330,018
+3% +$5.57M 30.28% 1
2021
Q1 		$201M Buy
12,580,416
+501,972
+4% +$7.86M 27.62% 1
2020
Q4 		$183M Buy
12,078,444
+383,046
+3% +$5.48M 26.71% 1
2020
Q3 		$157M Buy
11,695,398
+667,260
+6% +$8.87M 25.7% 1
2020
Q2 		$136M Buy
11,028,138
+835,116
+8% +$9.73M 23.72% 1
2020
Q1 		$104M Buy
10,193,022
+306,090
+3% +$3.72M 22.7% 2
2019
Q4 		$127M Buy
9,886,932
+445,866
+5% +$5.46M 25.43% 1
2019
Q3 		$112M Buy
9,441,066
+475,050
+5% +$5.6M 24.8% 1
2019
Q2 		$105M Buy
8,966,016
+614,916
+7% +$7.06M 25.18% 1
2019
Q1 		$94.1M Buy
8,351,100
+557,874
+7% +$6.04M 25.02% 1
2018
Q4 		$77.5M Buy
+7,793,226
New +$83.6M 23.93% 1

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

Campbell Wealth Management's SCHX Position: Q4 2024 in Review

Campbell Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 2.9% in Q4 2024, buying an estimated $10.5M and bringing the position to 15,779,897 shares worth $366M. The position accounts for 32.92% of the portfolio, ranked #1.

Campbell Wealth Management first reported a position in SCHX in Q4 2018 and has held it in 24 quarters since. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

  • Campbell Wealth Management held 15,779,897 shares of Schwab US Large- Cap ETF worth $366M as of Q4 2024.
  • Campbell Wealth Management bought 451,928 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $10.5M.
  • Schwab US Large- Cap ETF made up 32.92% of Campbell Wealth Management's portfolio in Q4 2024, its #1 holding.
  • Campbell Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 24 quarters since.
  • 1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.