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

Clear Rock 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
Q2 		$7.66M Sell
357,771
-19,578
-5% -$405K 3.27% 6
2024
Q1 		$7.81M Sell
377,349
-7,548
-2% -$149K 3.39% 6
2023
Q4 		$7.63M Buy
+384,897
New +$6.76M 3.45% 6

Other funds holding SCHX

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
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Clear Rock Advisors's SCHX Position: Q2 2024 in Review

Clear Rock Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.2% in Q2 2024, selling an estimated $405K and leaving 357,771 shares worth $7.66M. The position accounts for 3.27% of the portfolio, ranked #6.

Clear Rock Advisors first reported a position in SCHX in Q4 2023 and has held it in 3 quarters since. The position peaked at $7.81M in Q1 2024. 1,220 funds tracked by Wall St. Rank hold SCHX as of Q2 2024.

  • Clear Rock Advisors held 357,771 shares of Schwab US Large- Cap ETF worth $7.66M as of Q2 2024.
  • Clear Rock Advisors sold 19,578 Schwab US Large- Cap ETF shares in Q2 2024, an estimated $405K.
  • Schwab US Large- Cap ETF made up 3.27% of Clear Rock Advisors's portfolio in Q2 2024, its #6 holding.
  • Clear Rock Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 3 quarters since.
  • Clear Rock Advisors's Schwab US Large- Cap ETF position peaked at $7.81M in Q1 2024.
  • 1,220 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.