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GYL Financial Synergies’s Schwab US Large- Cap ETF SCHX Stock Holding History

GYL Financial Synergies’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 		$308K Hold
13,617
– – 0.02% 291
2024
Q2 		$292K Buy
+13,617
New +$281K 0.02% 298

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HSA
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MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 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 $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
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GYL Financial Synergies's SCHX Position: Q3 2024 in Review

GYL Financial Synergies held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2024 at 13,617 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #291.

GYL Financial Synergies first reported a position in SCHX in Q2 2024 and has held it in 2 quarters since. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

  • GYL Financial Synergies held 13,617 shares of Schwab US Large- Cap ETF worth $308K as of Q3 2024.
  • GYL Financial Synergies left its Schwab US Large- Cap ETF share count unchanged in Q3 2024.
  • Schwab US Large- Cap ETF made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #291 holding.
  • GYL Financial Synergies first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.