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

Edge Capital 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
Q4 		$3.09M Sell
9,085
-130,040
-93% -$3.03M 0.14% 112
2024
Q3 		$3.15M Sell
139,125
-5,913
-4% -$129K 0.14% 110
2024
Q2 		$3.11M Sell
145,038
-1,536
-1% -$31.7K 0.15% 111
2024
Q1 		$3.03M Sell
146,574
-3,777
-3% -$74.4K 0.15% 109
2023
Q4 		$2.83M Sell
150,351
-10,134
-6% -$178K 0.16% 110
2023
Q3 		$2.71M Sell
160,485
-24,534
-13% -$430K 0.18% 101
2023
Q2 		$3.23M Buy
185,019
+3,750
+2% +$61.9K 0.19% 104
2023
Q1 		$2.92M Buy
181,269
+21,462
+13% +$338K 0.18% 106
2022
Q4 		$2.41M Buy
159,807
+90
+0.1% +$1.36K 0.17% 97
2022
Q3 		$2.25M Buy
159,717
+155,808
+3,986% +$2.44M 0.19% 92
2022
Q2 		$83K Sell
3,909
-163,536
-98% -$2.65M 0.01% 313
2022
Q1 		$3.01M Buy
167,445
+3,723
+2% +$65.9K 0.21% 92
2021
Q4 		$3.11M Sell
163,722
-16,818
-9% -$311K 0.22% 86
2021
Q3 		$3.13M Sell
180,540
-26,202
-13% -$467K 0.25% 77
2021
Q2 		$3.58M Sell
206,742
-33,618
-14% -$567K 0.29% 70
2021
Q1 		$3.85M Sell
240,360
-23,892
-9% -$374K 0.32% 67
2020
Q4 		$4.01M Sell
264,252
-1,956
-0.7% -$28K 0.34% 66
2020
Q3 		$3.58M Sell
266,208
-20,700
-7% -$275K 0.36% 60
2020
Q2 		$3.54M Sell
286,908
-7,596
-3% -$88.5K 0.37% 61
2020
Q1 		$3.01M Sell
294,504
-29,682
-9% -$361K 0.36% 61
2019
Q4 		$4.15M Sell
324,186
-36,504
-10% -$447K 0.4% 58
2019
Q3 		$4.26M Buy
360,690
+1,050
+0.3% +$12.4K 0.43% 62
2019
Q2 		$4.21M Hold
359,640
– – 0.4% 62
2019
Q1 		$4.05M Buy
359,640
+1,350
+0.4% +$14.6K 0.4% 59
2018
Q4 		$3.56M Buy
+358,290
New +$3.85M 0.39% 58

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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

Edge Capital Group's SCHX Position: Q4 2024 in Review

Edge Capital Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 93% in Q4 2024, selling an estimated $3.03M and leaving 9,085 shares worth $3.09M. The position accounts for 0.14% of the portfolio, ranked #112.

Edge Capital Group first reported a position in SCHX in Q4 2018 and has held it in 25 quarters since. The position peaked at $4.26M in Q3 2019. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

  • Edge Capital Group held 9,085 shares of Schwab US Large- Cap ETF worth $3.09M as of Q4 2024.
  • Edge Capital Group sold 130,040 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $3.03M.
  • Schwab US Large- Cap ETF made up 0.14% of Edge Capital Group's portfolio in Q4 2024, its #112 holding.
  • Edge Capital Group first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Schwab US Large- Cap ETF position peaked at $4.26M in Q3 2019.
  • 1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.