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Eagle Strategies’s Schwab US Large- Cap ETF SCHX Stock Holding History

Eagle Strategies’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 		– Sell
-18,987
Closed -$393K – 310
2024
Q1 		$393K Buy
+18,987
New +$374K 0.09% 187

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US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SEI Investments
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HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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 $13.3B AUM 18.65% 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 $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Eagle Strategies's SCHX Position: Q2 2024 in Review

Eagle Strategies sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2024, closing a stake of 18,987 shares — an estimated $393K sold.

Eagle Strategies first reported a position in SCHX in Q1 2024 and held it in 1 quarter. The position peaked at $393K in Q1 2024. 1,220 funds tracked by Wall St. Rank hold SCHX as of Q2 2024.

  • Eagle Strategies reported no remaining Schwab US Large- Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Eagle Strategies sold 18,987 Schwab US Large- Cap ETF shares in Q2 2024, an estimated $393K.
  • Eagle Strategies first reported a position in Schwab US Large- Cap ETF in Q1 2024 and held it in 1 quarter.
  • Eagle Strategies's Schwab US Large- Cap ETF position peaked at $393K in Q1 2024.
  • 1,220 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2024.

Based on Eagle Strategies's 13F filing for Q2 2024, filed 8 Aug 2024.