Dechtman Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Dechtman Wealth 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 Q4	$2.01M	Buy	86,557 +283	+0.3%	+$6.6K	0.39%	16
2024 Q3	$1.95M	Buy	86,274 +537	+0.6%	+$11.7K	0.4%	17
2024 Q2	$1.84M	Hold	85,737	–	–	0.41%	17
2024 Q1	$1.77M	Buy	85,737 +270	+0.3%	+$5.32K	0.41%	18
2023 Q4	$1.61M	Sell	85,467 -3,198	-4%	-$56.2K	0.42%	15
2023 Q3	$1.5M	Buy	88,665 +1,221	+1%	+$21.4K	0.44%	13
2023 Q2	$1.53M	Buy	+87,444	New	+$1.44M	0.45%	11

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dechtman Wealth Management's SCHX Position: Q4 2024 in Review

Dechtman Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.33% in Q4 2024, buying an estimated $6.6K and bringing the position to 86,557 shares worth $2.01M. The position accounts for 0.39% of the portfolio, ranked #16.

Dechtman Wealth Management first reported a position in SCHX in Q2 2023 and has held it in 7 quarters since. 1,363 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

Dechtman Wealth Management held 86,557 shares of Schwab US Large- Cap ETF worth $2.01M as of Q4 2024.
Dechtman Wealth Management bought 283 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $6.6K.
Schwab US Large- Cap ETF made up 0.39% of Dechtman Wealth Management's portfolio in Q4 2024, its #16 holding.
Dechtman Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 7 quarters since.
1,363 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.