GGV
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GG Group Ventures’s Schwab US Large- Cap ETF SCHX Stock Holding History

GG Group Ventures’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 		$308K Sell
13,266
-26,532
-67% -$618K 0.41% 42
2024
Q3 		$312K Buy
39,798
+26,532
+200% +$578K 0.45% 42
2024
Q2 		$283K Buy
+13,266
New +$274K 0.39% 41

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 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 $187B AUM 21.7% 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 $786B AUM 40.34% 1-Year Est. Return

GG Group Ventures's SCHX Position: Q4 2024 in Review

GG Group Ventures reduced its Schwab US Large- Cap ETF (SCHX) stake by 67% in Q4 2024, selling an estimated $618K and leaving 13,266 shares worth $308K. The position accounts for 0.41% of the portfolio, ranked #42.

GG Group Ventures first reported a position in SCHX in Q2 2024 and has held it in 3 quarters since. The position peaked at $312K in Q3 2024. 1,363 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

  • GG Group Ventures held 13,266 shares of Schwab US Large- Cap ETF worth $308K as of Q4 2024.
  • GG Group Ventures sold 26,532 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $618K.
  • Schwab US Large- Cap ETF made up 0.41% of GG Group Ventures's portfolio in Q4 2024, its #42 holding.
  • GG Group Ventures first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 3 quarters since.
  • GG Group Ventures's Schwab US Large- Cap ETF position peaked at $312K in Q3 2024.
  • 1,363 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on GG Group Ventures's 13F filing for Q4 2024, filed 14 Feb 2025.