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Frisch Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Frisch Financial 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 		– Sell
-55,089
Closed -$52K – 143
2024
Q2 		$52K Buy
+55,089
New +$1.14M 0.02% 135

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Frisch Financial Group's SCHX Position: Q3 2024 in Review

Frisch Financial Group sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2024, closing a stake of 55,089 shares — an estimated $52K sold.

Frisch Financial Group first reported a position in SCHX in Q2 2024 and held it in 1 quarter. The position peaked at $52K in Q2 2024. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

  • Frisch Financial Group reported no remaining Schwab US Large- Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Frisch Financial Group sold 55,089 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $52K.
  • Frisch Financial Group first reported a position in Schwab US Large- Cap ETF in Q2 2024 and held it in 1 quarter.
  • Frisch Financial Group's Schwab US Large- Cap ETF position peaked at $52K in Q2 2024.
  • 1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on Frisch Financial Group's 13F filing for Q3 2024, filed 15 Nov 2024.