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Cardinal Strategic Wealth Guidance’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cardinal Strategic Wealth Guidance’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
-5,325
Closed -$114K – 77
2024
Q2 		$114K Buy
+5,325
New +$110K 0.04% 53

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SEI Investments
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HSA
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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

Cardinal Strategic Wealth Guidance's SCHX Position: Q3 2024 in Review

Cardinal Strategic Wealth Guidance sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2024, closing a stake of 5,325 shares — an estimated $114K sold.

Cardinal Strategic Wealth Guidance first reported a position in SCHX in Q2 2024 and held it in 1 quarter. The position peaked at $114K in Q2 2024. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

  • Cardinal Strategic Wealth Guidance reported no remaining Schwab US Large- Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 5,325 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $114K.
  • Cardinal Strategic Wealth Guidance first reported a position in Schwab US Large- Cap ETF in Q2 2024 and held it in 1 quarter.
  • Cardinal Strategic Wealth Guidance's Schwab US Large- Cap ETF position peaked at $114K in Q2 2024.
  • 1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q3 2024, filed 29 Oct 2024.