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Custom Portfolio Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Custom Portfolio Group’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 		$14.9K Sell
693
-249
-26% -$5.14K 0.01% 154
2024
Q1 		$19.5K Hold
942
– – 0.02% 142
2023
Q4 		$17.7K Buy
+942
New +$16.5K 0.02% 143

Other funds holding SCHX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 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 $13.5B AUM 24.62% 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 $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Custom Portfolio Group's SCHX Position: Q2 2024 in Review

Custom Portfolio Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 26% in Q2 2024, selling an estimated $5.14K and leaving 693 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #154.

Custom Portfolio Group first reported a position in SCHX in Q4 2023 and has held it in 3 quarters since. The position peaked at $19.5K in Q1 2024. 1,220 funds tracked by Wall St. Rank hold SCHX as of Q2 2024.

  • Custom Portfolio Group held 693 shares of Schwab US Large- Cap ETF worth $14.9K as of Q2 2024.
  • Custom Portfolio Group sold 249 Schwab US Large- Cap ETF shares in Q2 2024, an estimated $5.14K.
  • Schwab US Large- Cap ETF made up 0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #154 holding.
  • Custom Portfolio Group first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Schwab US Large- Cap ETF position peaked at $19.5K in Q1 2024.
  • 1,220 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.