Grey Street Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Grey Street Capital’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 Q1	$6.75M	Buy	+326,298	New	+$6.42M	0.91%	18

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Grey Street Capital's SCHX Position: Q1 2024 in Review

Grey Street Capital opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2024: 326,298 shares worth $6.75M. The stake represents 0.91% of the portfolio and ranks #18 among its holdings.

1,192 funds tracked by Wall St. Rank hold SCHX as of Q1 2024.

Grey Street Capital held 326,298 shares of Schwab US Large- Cap ETF worth $6.75M as of Q1 2024.
Schwab US Large- Cap ETF was a new Grey Street Capital position in Q1 2024.
Schwab US Large- Cap ETF made up 0.91% of Grey Street Capital's portfolio in Q1 2024, its #18 holding.
1,192 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2024.

Based on Grey Street Capital's 13F filing for Q1 2024, filed 9 Aug 2024.