FDCP
SCHX icon

Foster Dykema Cabot & Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Foster Dykema Cabot & Partners’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 		– Sell
-2,241
Closed -$50.7K – 470
2024
Q3 		$50.7K Buy
+2,241
New +$48.8K ﹤0.01% 221

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

Foster Dykema Cabot & Partners's SCHX Position: Q4 2024 in Review

Foster Dykema Cabot & Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2024, closing a stake of 2,241 shares — an estimated $50.7K sold.

Foster Dykema Cabot & Partners first reported a position in SCHX in Q3 2024 and held it in 1 quarter. The position peaked at $50.7K in Q3 2024. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

  • Foster Dykema Cabot & Partners reported no remaining Schwab US Large- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Foster Dykema Cabot & Partners sold 2,241 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $50.7K.
  • Foster Dykema Cabot & Partners first reported a position in Schwab US Large- Cap ETF in Q3 2024 and held it in 1 quarter.
  • Foster Dykema Cabot & Partners's Schwab US Large- Cap ETF position peaked at $50.7K in Q3 2024.
  • 1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2024, filed 13 Feb 2025.