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

Executive 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 		$433K Buy
18,677
+1,655
+10% +$38.6K 0.03% 176
2024
Q3 		$385K Buy
+17,022
New +$371K 0.03% 194

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 $1.54B AUM 16.9% 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

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

Executive Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 9.7% in Q4 2024, buying an estimated $38.6K and bringing the position to 18,677 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #176.

Executive Wealth Management first reported a position in SCHX in Q3 2024 and has held it in 2 quarters since. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

  • Executive Wealth Management held 18,677 shares of Schwab US Large- Cap ETF worth $433K as of Q4 2024.
  • Executive Wealth Management bought 1,655 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $38.6K.
  • Schwab US Large- Cap ETF made up 0.03% of Executive Wealth Management's portfolio in Q4 2024, its #176 holding.
  • Executive Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 2 quarters since.
  • 1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

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