Grove Bank & Trust’s Schwab US Large- Cap ETF SCHX Stock Holding History

Grove Bank & Trust’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	-10,974	Closed	-$235K	–	750
2024 Q2	$235K	Hold	10,974	–	–	0.04%	202
2024 Q1	$227K	Hold	10,974	–	–	0.04%	211
2023 Q4	$206K	Hold	10,974	–	–	0.04%	217
2023 Q3	$185K	Hold	10,974	–	–	0.04%	218
2023 Q2	$192K	Hold	10,974	–	–	0.04%	218
2023 Q1	$177K	Hold	10,974	–	–	0.04%	221
2022 Q4	$165K	Buy	+10,974	New	+$166K	0.04%	226
2022 Q3	–	Sell	-17,118	Closed	-$255K	–	213
2022 Q2	$255K	Hold	17,118	–	–	0.06%	185
2022 Q1	$307K	Hold	17,118	–	–	0.06%	190
2021 Q4	$325K	Hold	17,118	–	–	0.06%	191
2021 Q3	$297K	Hold	17,118	–	–	0.06%	189
2021 Q2	$297K	Buy	+17,118	New	+$289K	0.06%	183

Other funds holding SCHX

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

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

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

Grove Bank & Trust's SCHX Position: Q3 2024 in Review

Grove Bank & Trust sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2024, closing a stake of 10,974 shares — an estimated $235K sold.

Grove Bank & Trust first reported a position in SCHX in Q2 2021 and held it in 12 quarters. The position peaked at $325K in Q4 2021. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

Grove Bank & Trust reported no remaining Schwab US Large- Cap ETF position as of Q3 2024 after selling out during the quarter.
Grove Bank & Trust sold 10,974 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $235K.
Grove Bank & Trust first reported a position in Schwab US Large- Cap ETF in Q2 2021 and held it in 12 quarters.
Grove Bank & Trust's Schwab US Large- Cap ETF position peaked at $325K in Q4 2021.
1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on Grove Bank & Trust's 13F filing for Q3 2024, filed 11 Oct 2024.