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

Cassady Schiller 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	$1.21K	Buy	52 +7	+16%	+$163	﹤0.01%	738
2024 Q3	$1.02K	Buy	+45	New	+$980	﹤0.01%	421
2024 Q2	–	Sell	-1,362	Closed	-$28.2K	–	495
2024 Q1	$28.2K	Buy	+1,362	New	+$26.8K	0.01%	255
2023 Q2	–	Sell	-3,582	Closed	-$57.8K	–	489
2023 Q1	$57.8K	Hold	3,582	–	–	0.03%	187
2022 Q4	$53.9K	Buy	+3,582	New	+$54.2K	0.03%	187

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

Cassady Schiller Wealth Management's SCHX Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 16% in Q4 2024, buying an estimated $163 and bringing the position to 52 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Cassady Schiller Wealth Management first reported a position in SCHX in Q4 2022 and has held it in 5 quarters since. The position peaked at $57.8K in Q1 2023. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

Cassady Schiller Wealth Management held 52 shares of Schwab US Large- Cap ETF worth $1.21K as of Q4 2024.
Cassady Schiller Wealth Management bought 7 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $163.
Schwab US Large- Cap ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #738 holding.
Cassady Schiller Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 5 quarters since.
Cassady Schiller Wealth Management's Schwab US Large- Cap ETF position peaked at $57.8K in Q1 2023.
1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.