Geller Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Geller Advisors’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	$1.49M	Sell	64,220 -664	-1%	-$15.5K	0.1%	51
2024 Q3	$1.47M	Sell	64,884 -4,032	-6%	-$87.9K	0.1%	53
2024 Q2	$1.48M	Sell	68,916 -1,254	-2%	-$25.9K	0.11%	49
2024 Q1	$1.45M	Buy	70,170 +165	+0.2%	+$3.25K	0.12%	47
2023 Q4	$1.32M	Hold	70,005	–	–	0.13%	49
2023 Q3	$1.18M	Hold	70,005	–	–	0.14%	44
2023 Q2	$1.22M	Buy	70,005 +48,915	+232%	+$808K	0.15%	43
2023 Q1	$340K	Hold	21,090	–	–	0.05%	105
2022 Q4	$317K	Hold	21,090	–	–	0.05%	88
2022 Q3	$298K	Buy	21,090 +3,540	+20%	+$55.5K	0.06%	80
2022 Q2	$261K	Hold	17,550	–	–	0.05%	105
2022 Q1	$315K	Hold	17,550	–	–	0.06%	101
2021 Q4	$333K	Buy	+17,550	New	+$324K	0.06%	106
2021 Q3	–	Sell	-52,992	Closed	-$918K	–	168
2021 Q2	$918K	Buy	52,992 +162	+0.3%	+$2.73K	0.2%	24
2021 Q1	$846K	Buy	52,830 +372	+0.7%	+$5.83K	0.2%	21
2020 Q4	$798K	Buy	52,458 +6	+0%	+$86	0.2%	21
2020 Q3	$705K	Buy	52,452 +312	+0.6%	+$4.14K	0.2%	21
2020 Q2	$644K	Buy	+52,140	New	+$608K	0.2%	19

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geller Advisors's SCHX Position: Q4 2024 in Review

Geller Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 1% in Q4 2024, selling an estimated $15.5K and leaving 64,220 shares worth $1.49M. The position accounts for 0.1% of the portfolio, ranked #51.

Geller Advisors first reported a position in SCHX in Q2 2020 and has held it in 18 quarters since. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

Geller Advisors held 64,220 shares of Schwab US Large- Cap ETF worth $1.49M as of Q4 2024.
Geller Advisors sold 664 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $15.5K.
Schwab US Large- Cap ETF made up 0.1% of Geller Advisors's portfolio in Q4 2024, its #51 holding.
Geller Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 18 quarters since.
1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.