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Divergent Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Divergent Wealth 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
Q3 		$248K Buy
10,953
+66
+0.6% +$1.44K 0.05% 30
2024
Q2 		$233K Hold
10,887
– – 0.05% 30
2024
Q1 		$225K Buy
10,887
+36
+0.3% +$709 0.05% 29
2023
Q4 		$204K Sell
10,851
-1,311
-11% -$23K 0.04% 33
2023
Q3 		$205K Buy
12,162
+45
+0.4% +$789 0.05% 28
2023
Q2 		$212K Buy
+12,117
New +$200K 0.05% 27

Other funds holding SCHX

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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Divergent Wealth Advisors's SCHX Position: Q3 2024 in Review

Divergent Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.61% in Q3 2024, buying an estimated $1.44K and bringing the position to 10,953 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #30.

Divergent Wealth Advisors first reported a position in SCHX in Q2 2023 and has held it in 6 quarters since. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

  • Divergent Wealth Advisors held 10,953 shares of Schwab US Large- Cap ETF worth $248K as of Q3 2024.
  • Divergent Wealth Advisors bought 66 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $1.44K.
  • Schwab US Large- Cap ETF made up 0.05% of Divergent Wealth Advisors's portfolio in Q3 2024, its #30 holding.
  • Divergent Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 6 quarters since.
  • 1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on Divergent Wealth Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.