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Cookson Peirce & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cookson Peirce & Co’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
2025
Q1 		– Sell
-11,763
Closed -$273K – 306
2024
Q4 		$273K Buy
+11,763
New +$274K 0.01% 238

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cookson Peirce & Co's SCHX Position: Q1 2025 in Review

Cookson Peirce & Co sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 11,763 shares — an estimated $273K sold.

Cookson Peirce & Co first reported a position in SCHX in Q4 2024 and held it in 1 quarter. The position peaked at $273K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • Cookson Peirce & Co reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Cookson Peirce & Co sold 11,763 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $273K.
  • Cookson Peirce & Co first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 1 quarter.
  • Cookson Peirce & Co's Schwab US Large- Cap ETF position peaked at $273K in Q4 2024.
  • 1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Cookson Peirce & Co's 13F filing for Q1 2025, filed 13 May 2025.