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Cultivar Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cultivar Capital’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
-3,000
Closed -$64.3K – 153
2024
Q2 		$64.3K Buy
+3,000
New +$62K 0.05% 59

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HSA
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MGIA
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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
Cerity Partners
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Wealth Enhancement Advisory Services
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Cultivar Capital's SCHX Position: Q3 2024 in Review

Cultivar Capital sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2024, closing a stake of 3,000 shares — an estimated $64.3K sold.

Cultivar Capital first reported a position in SCHX in Q2 2024 and held it in 1 quarter. The position peaked at $64.3K in Q2 2024. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

  • Cultivar Capital reported no remaining Schwab US Large- Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Cultivar Capital sold 3,000 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $64.3K.
  • Cultivar Capital first reported a position in Schwab US Large- Cap ETF in Q2 2024 and held it in 1 quarter.
  • Cultivar Capital's Schwab US Large- Cap ETF position peaked at $64.3K in Q2 2024.
  • 1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on Cultivar Capital's 13F filing for Q3 2024, filed 16 Oct 2024.