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Central Bank & Trust’s Schwab US Large- Cap ETF SCHX Stock Holding History

Central Bank & Trust’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
-495
Closed -$10.6K – 324
2024
Q2 		$10.6K Hold
495
– – ﹤0.01% 310
2024
Q1 		$10.2K Buy
+495
New +$9.74K ﹤0.01% 295

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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 $1.54B AUM 16.9% 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

Central Bank & Trust's SCHX Position: Q3 2024 in Review

Central Bank & Trust sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2024, closing a stake of 495 shares — an estimated $10.6K sold.

Central Bank & Trust first reported a position in SCHX in Q1 2024 and held it in 2 quarters. The position peaked at $10.6K in Q2 2024. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

  • Central Bank & Trust reported no remaining Schwab US Large- Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Central Bank & Trust sold 495 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $10.6K.
  • Central Bank & Trust first reported a position in Schwab US Large- Cap ETF in Q1 2024 and held it in 2 quarters.
  • Central Bank & Trust's Schwab US Large- Cap ETF position peaked at $10.6K in Q2 2024.
  • 1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on Central Bank & Trust's 13F filing for Q3 2024, filed 30 Oct 2024.