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Chesapeake Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Chesapeake Asset 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
Q1 		– Sell
-3,117
Closed -$58.6K – 402
2023
Q4 		$58.6K Buy
3,117
+12
+0.4% +$211 0.05% 130
2023
Q3 		$52.4K Buy
3,105
+12
+0.4% +$211 0.05% 144
2023
Q2 		$54K Buy
3,093
+12
+0.4% +$198 0.05% 143
2023
Q1 		$49.7K Buy
+3,081
New +$48.5K 0.05% 144

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 $1.81B AUM 22.3% 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

Chesapeake Asset Management's SCHX Position: Q1 2024 in Review

Chesapeake Asset Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2024, closing a stake of 3,117 shares — an estimated $58.6K sold.

Chesapeake Asset Management first reported a position in SCHX in Q1 2023 and held it in 4 quarters. The position peaked at $58.6K in Q4 2023. 1,191 funds tracked by Wall St. Rank hold SCHX as of Q1 2024.

  • Chesapeake Asset Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Chesapeake Asset Management sold 3,117 Schwab US Large- Cap ETF shares in Q1 2024, an estimated $58.6K.
  • Chesapeake Asset Management first reported a position in Schwab US Large- Cap ETF in Q1 2023 and held it in 4 quarters.
  • Chesapeake Asset Management's Schwab US Large- Cap ETF position peaked at $58.6K in Q4 2023.
  • 1,191 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2024.

Based on Chesapeake Asset Management's 13F filing for Q1 2024, filed 5 Jan 2026.