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

Fort Pitt 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 Q3	$1.11M	Buy	49,020 +7,467	+18%	+$163K	0.03%	82
2024 Q2	$890K	Sell	41,553 -2,376	-5%	-$49.1K	0.03%	85
2024 Q1	$909K	Sell	43,929 -135,042	-75%	-$2.66M	0.03%	84
2023 Q4	$3.36M	Buy	178,971 +106,545	+147%	+$1.87M	0.11%	59
2023 Q3	$1.22M	Buy	72,426 +10,077	+16%	+$177K	0.05%	69
2023 Q2	$1.09M	Sell	62,349 -14,319	-19%	-$236K	0.04%	72
2023 Q1	$1.24M	Sell	76,668 -526,020	-87%	-$8.28M	0.05%	69
2022 Q4	$9.07M	Buy	602,688 +529,944	+729%	+$8.02M	0.37%	48
2022 Q3	$1.03M	Buy	72,744 +29,868	+70%	+$469K	0.05%	76
2022 Q2	$638K	Buy	42,876 +342	+0.8%	+$5.54K	0.03%	91
2022 Q1	$763K	Sell	42,534 -122,808	-74%	-$2.17M	0.03%	88
2021 Q4	$3.14M	Buy	165,342 +76,350	+86%	+$1.41M	0.11%	60
2021 Q3	$1.54M	Buy	88,992 +6,288	+8%	+$112K	0.06%	70
2021 Q2	$1.43M	Buy	82,704 +24,486	+42%	+$413K	0.06%	86
2021 Q1	$932K	Sell	58,218 -28,344	-33%	-$444K	0.04%	82
2020 Q4	$1.31M	Buy	86,562 +32,418	+60%	+$464K	0.06%	77
2020 Q3	$728K	Sell	54,144 -32,514	-38%	-$432K	0.04%	89
2020 Q2	$1.07M	Sell	86,658 -17,274	-17%	-$201K	0.06%	93
2020 Q1	$1.06M	Sell	103,932 -2,980,746	-97%	-$36.2M	0.07%	90
2019 Q4	$39.5M	Buy	3,084,678 +6,096	+0.2%	+$74.7K	2.24%	20
2019 Q3	$36.4M	Buy	3,078,582 +3,018,666	+5,038%	+$35.6M	2.21%	21
2019 Q2	$701K	Sell	59,916 -585,528	-91%	-$6.73M	0.05%	80
2019 Q1	$7.27M	Sell	645,444 -679,956	-51%	-$7.37M	0.54%	41
2018 Q4	$13.2M	Buy	1,325,400 +1,301,616	+5,473%	+$14M	1.01%	28
2018 Q3	$276K	Buy	23,784 +5,310	+29%	+$60.4K	0.02%	110
2018 Q2	$200K	Sell	18,474 -218,790	-92%	-$2.36M	0.02%	132
2018 Q1	$2.49M	Sell	237,264 -312,858	-57%	-$3.4M	0.2%	50
2017 Q4	$5.85M	Buy	+550,122	New	+$5.7M	0.46%	43

Other funds holding SCHX

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fort Pitt Capital Group's SCHX Position: Q3 2024 in Review

Fort Pitt Capital Group increased its Schwab US Large- Cap ETF (SCHX) stake by 18% in Q3 2024, buying an estimated $163K and bringing the position to 49,020 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #82.

Fort Pitt Capital Group first reported a position in SCHX in Q4 2017 and has held it in 28 quarters since. The position peaked at $39.5M in Q4 2019. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

Fort Pitt Capital Group held 49,020 shares of Schwab US Large- Cap ETF worth $1.11M as of Q3 2024.
Fort Pitt Capital Group bought 7,467 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $163K.
Schwab US Large- Cap ETF made up 0.03% of Fort Pitt Capital Group's portfolio in Q3 2024, its #82 holding.
Fort Pitt Capital Group first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 28 quarters since.
Fort Pitt Capital Group's Schwab US Large- Cap ETF position peaked at $39.5M in Q4 2019.
1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on Fort Pitt Capital Group's 13F filing for Q3 2024, filed 29 Oct 2024.