Gray Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Gray Wealth Management’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	$435K	Buy	18,771 +387	+2%	+$9.02K	0.17%	77
2024 Q3	$416K	Sell	18,384 -600	-3%	-$13.1K	0.16%	78
2024 Q2	$407K	Buy	18,984 +27	+0.1%	+$558	0.18%	75
2024 Q1	$392K	Hold	18,957	–	–	0.18%	77
2023 Q4	$356K	Sell	18,957 -2,130	-10%	-$37.4K	0.17%	78
2023 Q3	$356K	Sell	21,087 -276	-1%	-$4.84K	0.18%	79
2023 Q2	$373K	Hold	21,363	–	–	0.19%	76
2023 Q1	$344K	Hold	21,363	–	–	0.19%	78
2022 Q4	$322K	Sell	21,363 -4,224	-17%	-$63.9K	0.19%	81
2022 Q3	$361K	Sell	25,587 -108	-0.4%	-$1.69K	0.23%	71
2022 Q2	$383K	Buy	25,695 +69	+0.3%	+$1.12K	0.23%	70
2022 Q1	$460K	Sell	25,626 -2,040	-7%	-$36.1K	0.24%	69
2021 Q4	$525K	Hold	27,666	–	–	0.26%	65
2021 Q3	$480K	Buy	27,666 +528	+2%	+$9.42K	0.27%	64
2021 Q2	$470K	Hold	27,138	–	–	0.27%	66
2021 Q1	$434K	Sell	27,138 -900	-3%	-$14.1K	0.28%	65
2020 Q4	$425K	Hold	28,038	–	–	0.29%	57
2020 Q3	$378K	Hold	28,038	–	–	0.3%	63
2020 Q2	$349K	Hold	28,038	–	–	0.3%	64
2020 Q1	$288K	Buy	+28,038	New	+$341K	0.32%	62

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 $1.54B AUM 16.9% 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

Gray Wealth Management's SCHX Position: Q4 2024 in Review

Gray Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 2.1% in Q4 2024, buying an estimated $9.02K and bringing the position to 18,771 shares worth $435K. The position accounts for 0.17% of the portfolio, ranked #77.

Gray Wealth Management first reported a position in SCHX in Q1 2020 and has held it in 20 quarters since. The position peaked at $525K in Q4 2021. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

Gray Wealth Management held 18,771 shares of Schwab US Large- Cap ETF worth $435K as of Q4 2024.
Gray Wealth Management bought 387 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $9.02K.
Schwab US Large- Cap ETF made up 0.17% of Gray Wealth Management's portfolio in Q4 2024, its #77 holding.
Gray Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 20 quarters since.
Gray Wealth Management's Schwab US Large- Cap ETF position peaked at $525K in Q4 2021.
1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.