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

CEDRUS’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	$280K	Sell	12,387 -3,594	-22%	-$78.3K	0.1%	146
2024 Q2	$342K	Sell	15,981 -51	-0.3%	-$1.05K	0.17%	102
2024 Q1	$332K	Sell	16,032 -4,275	-21%	-$84.2K	0.18%	111
2023 Q4	$382K	Buy	+20,307	New	+$357K	0.24%	91
2023 Q2	–	Sell	-18,876	Closed	-$304K	–	159
2023 Q1	$304K	Buy	18,876 +231	+1%	+$3.63K	0.21%	116
2022 Q4	$281K	Buy	18,645 +741	+4%	+$11.2K	0.23%	106
2022 Q3	$253K	Buy	17,904 +423	+2%	+$6.64K	0.24%	91
2022 Q2	$260K	Sell	17,481 -9,309	-35%	-$151K	0.25%	87
2022 Q1	$481K	Buy	26,790 +630	+2%	+$11.2K	0.43%	50
2021 Q4	$496K	Buy	+26,160	New	+$483K	0.48%	53

Other funds holding SCHX

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 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

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

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

CEDRUS's SCHX Position: Q3 2024 in Review

CEDRUS reduced its Schwab US Large- Cap ETF (SCHX) stake by 22% in Q3 2024, selling an estimated $78.3K and leaving 12,387 shares worth $280K. The position accounts for 0.1% of the portfolio, ranked #146.

CEDRUS first reported a position in SCHX in Q4 2021 and has held it in 10 quarters since. The position peaked at $496K in Q4 2021. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

CEDRUS held 12,387 shares of Schwab US Large- Cap ETF worth $280K as of Q3 2024.
CEDRUS sold 3,594 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $78.3K.
Schwab US Large- Cap ETF made up 0.1% of CEDRUS's portfolio in Q3 2024, its #146 holding.
CEDRUS first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 10 quarters since.
CEDRUS's Schwab US Large- Cap ETF position peaked at $496K in Q4 2021.
1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.