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

Cetera Advisors’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
Q1 		$6M Sell
289,830
-53,256
-16% -$1.05M 0.05% 395
2023
Q4 		$6.45M Buy
343,086
+98,973
+41% +$1.74M 0.09% 216
2023
Q3 		$4.12M Buy
244,113
+193,224
+380% +$3.39M 0.06% 292
2023
Q2 		$888K Sell
50,889
-969
-2% -$16K 0.01% 763
2023
Q1 		$836K Buy
51,858
+6,024
+13% +$94.8K 0.01% 766
2022
Q4 		$690K Buy
45,834
+936
+2% +$14.2K 0.01% 824
2022
Q3 		$634K Buy
44,898
+12,342
+38% +$194K 0.02% 681
2022
Q2 		$485K Sell
32,556
-7,062
-18% -$114K 0.01% 850
2022
Q1 		$711K Sell
39,618
-6,762
-15% -$120K 0.01% 733
2021
Q4 		$880K Sell
46,380
-14,268
-24% -$264K 0.02% 657
2021
Q3 		$1.05M Buy
60,648
+13,272
+28% +$237K 0.02% 597
2021
Q2 		$821K Buy
47,376
+6,750
+17% +$114K 0.02% 626
2021
Q1 		$650K Buy
40,626
+8,304
+26% +$130K 0.02% 633
2020
Q4 		$490K Sell
32,322
-19,830
-38% -$284K 0.02% 647
2020
Q3 		$701K Sell
52,152
-2,238
-4% -$29.7K 0.03% 456
2020
Q2 		$672K Sell
54,390
-8,760
-14% -$102K 0.03% 462
2020
Q1 		$645K Sell
63,150
-2,250
-3% -$27.3K 0.03% 410
2019
Q4 		$840K Buy
65,400
+22,944
+54% +$281K 0.04% 417
2019
Q3 		$501K Buy
42,456
+6,918
+19% +$81.5K 0.02% 547
2019
Q2 		$416K Buy
35,538
+2,586
+8% +$29.7K 0.02% 611
2019
Q1 		$372K Buy
32,952
+876
+3% +$9.49K 0.02% 579
2018
Q4 		$320K Buy
32,076
+1,950
+6% +$20.9K 0.02% 614
2018
Q3 		$350K Buy
30,126
+10,182
+51% +$116K 0.02% 678
2018
Q2 		$213K Hold
19,944
– – 0.01% 787
2018
Q1 		$206K Buy
+19,944
New +$217K 0.01% 721
2016
Q3 		– Sell
-27,072
Closed -$225K – 815
2016
Q2 		$225K Sell
27,072
-1,080
-4% -$8.88K 0.02% 647
2016
Q1 		$230K Hold
28,152
– – 0.02% 597
2015
Q4 		$228K Buy
+28,152
New +$230K 0.02% 609

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Advisors's SCHX Position: Q1 2024 in Review

Cetera Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 16% in Q1 2024, selling an estimated $1.05M and leaving 289,830 shares worth $6M. The position accounts for 0.05% of the portfolio, ranked #395.

Cetera Advisors first reported a position in SCHX in Q4 2015 and has held it in 28 quarters since. The position peaked at $6.45M in Q4 2023. 1,191 funds tracked by Wall St. Rank hold SCHX as of Q1 2024.

  • Cetera Advisors held 289,830 shares of Schwab US Large- Cap ETF worth $6M as of Q1 2024.
  • Cetera Advisors sold 53,256 Schwab US Large- Cap ETF shares in Q1 2024, an estimated $1.05M.
  • Schwab US Large- Cap ETF made up 0.05% of Cetera Advisors's portfolio in Q1 2024, its #395 holding.
  • Cetera Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2015 and has held it in 28 quarters since.
  • Cetera Advisors's Schwab US Large- Cap ETF position peaked at $6.45M in Q4 2023.
  • 1,191 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.