CapWealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

CapWealth Advisors’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	-10,542	Closed	-$238K	–	108
2024 Q3	$238K	Hold	10,542	–	–	0.03%	102
2024 Q2	$226K	Hold	10,542	–	–	0.03%	92
2024 Q1	$218K	Buy	+10,542	New	+$208K	0.02%	93
2023 Q1	–	Sell	-14,040	Closed	-$211K	–	109
2022 Q4	$211K	Buy	+14,040	New	+$213K	0.02%	107
2022 Q1	–	Sell	-10,542	Closed	-$200K	–	131
2021 Q4	$200K	Buy	+10,542	New	+$195K	0.02%	116

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $1.81B AUM 22.3% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CapWealth Advisors's SCHX Position: Q4 2024 in Review

CapWealth Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2024, closing a stake of 10,542 shares — an estimated $238K sold.

CapWealth Advisors first reported a position in SCHX in Q4 2021 and held it in 5 quarters. The position peaked at $238K in Q3 2024. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

CapWealth Advisors reported no remaining Schwab US Large- Cap ETF position as of Q4 2024 after selling out during the quarter.
CapWealth Advisors sold 10,542 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $238K.
CapWealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 5 quarters.
CapWealth Advisors's Schwab US Large- Cap ETF position peaked at $238K in Q3 2024.
1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on CapWealth Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.