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First Personal Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

First Personal Financial Services’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 		$17K Buy
+750
New +$16.3K ﹤0.01% 273
2016
Q1 		– Sell
-408
Closed -$3K – 386
2015
Q4 		$3K Buy
+408
New +$3.33K ﹤0.01% 354

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First Personal Financial Services's SCHX Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2024: 750 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #273 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in SCHX as recently as Q4 2015.

First Personal Financial Services first reported a position in SCHX in Q4 2015 and has held it in 2 quarters since. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

  • First Personal Financial Services held 750 shares of Schwab US Large- Cap ETF worth $17K as of Q3 2024.
  • Schwab US Large- Cap ETF was a new First Personal Financial Services position in Q3 2024.
  • Schwab US Large- Cap ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #273 holding.
  • First Personal Financial Services first reported a position in Schwab US Large- Cap ETF in Q4 2015 and has held it in 2 quarters since.
  • 1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.