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Carmichael Hill & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Carmichael Hill & Associates’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 		$8.76M Buy
387,363
+44,427
+13% +$968K 3.11% 4
2024
Q2 		$7.34M Buy
342,936
+25,053
+8% +$518K 2.88% 6
2024
Q1 		$6.58M Buy
317,883
+6,963
+2% +$137K 2.6% 6
2023
Q4 		$5.85M Buy
310,920
+22,644
+8% +$398K 2.42% 6
2023
Q3 		$4.86M Buy
288,276
+30,630
+12% +$537K 2.24% 7
2023
Q2 		$4.5M Sell
257,646
-573
-0.2% -$9.46K 2.01% 7
2023
Q1 		$4.16M Buy
258,219
+26,703
+12% +$420K 2.01% 8
2022
Q4 		$3.48M Buy
231,516
+8,568
+4% +$130K 1.79% 10
2022
Q3 		$3.15M Buy
222,948
+2,682
+1% +$42.1K 1.69% 9
2022
Q2 		$3.28M Buy
220,266
+32,847
+18% +$532K 1.72% 9
2022
Q1 		$3.36M Buy
187,419
+20,529
+12% +$363K 1.55% 11
2021
Q4 		$3.17M Buy
166,890
+2,076
+1% +$38.4K 1.42% 11
2021
Q3 		$2.86M Buy
164,814
+4,062
+3% +$72.4K 1.42% 14
2021
Q2 		$2.79M Sell
160,752
-2,130
-1% -$35.9K 1.41% 12
2021
Q1 		$2.61M Buy
162,882
+5,868
+4% +$91.9K 1.44% 12
2020
Q4 		$2.38M Sell
157,014
-60
-0% -$859 1.4% 13
2020
Q3 		$2.11M Buy
157,074
+15,870
+11% +$211K 1.4% 14
2020
Q2 		$1.74M Buy
141,204
+498
+0.4% +$5.8K 1.28% 17
2020
Q1 		$1.44M Buy
140,706
+20,406
+17% +$248K 1.26% 20
2019
Q4 		$1.54M Buy
120,300
+10,440
+10% +$128K 1.09% 22
2019
Q3 		$1.3M Buy
109,860
+594
+0.5% +$7K 1.28% 24
2019
Q2 		$1.28M Buy
109,266
+6,384
+6% +$73.3K 1.27% 24
2019
Q1 		$1.16M Buy
102,882
+2,316
+2% +$25.1K 1.2% 24
2018
Q4 		$1M Buy
100,566
+6,456
+7% +$69.3K 1.14% 27
2018
Q3 		$1.09M Buy
94,110
+11,520
+14% +$131K 1.05% 27
2018
Q2 		$895K Buy
82,590
+126
+0.2% +$1.36K 0.96% 31
2018
Q1 		$867K Buy
82,464
+9,504
+13% +$103K 0.95% 30
2017
Q4 		$776K Buy
+72,960
New +$756K 0.85% 35

Other funds holding SCHX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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

Carmichael Hill & Associates's SCHX Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Schwab US Large- Cap ETF (SCHX) stake by 13% in Q3 2024, buying an estimated $968K and bringing the position to 387,363 shares worth $8.76M. The position accounts for 3.11% of the portfolio, ranked #4.

Carmichael Hill & Associates first reported a position in SCHX in Q4 2017 and has held it in 28 quarters since. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

  • Carmichael Hill & Associates held 387,363 shares of Schwab US Large- Cap ETF worth $8.76M as of Q3 2024.
  • Carmichael Hill & Associates bought 44,427 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $968K.
  • Schwab US Large- Cap ETF made up 3.11% of Carmichael Hill & Associates's portfolio in Q3 2024, its #4 holding.
  • Carmichael Hill & Associates first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 28 quarters since.
  • 1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.