Householder Group Estate & Retirement Specialist’s Schwab US Large- Cap ETF SCHX Stock Holding History

Householder Group Estate & Retirement Specialist’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	–	Sell	-420	Closed	-$9K	–	1087
2024 Q3	$9K	Buy	420 +246	+141%	+$5.36K	﹤0.01%	841
2024 Q2	$3K	Hold	174	–	–	﹤0.01%	1034
2024 Q1	$3.6K	Hold	174	–	–	﹤0.01%	976
2023 Q4	$3K	Hold	174	–	–	﹤0.01%	964
2023 Q3	$2.94K	Buy	+174	New	+$3.05K	﹤0.01%	1023
2023 Q1	$8K	Buy	+486	New	+$7.65K	﹤0.01%	861
2022 Q4	–	Sell	-174	Closed	-$2K	–	973
2022 Q3	$2K	Buy	+174	New	+$2.73K	﹤0.01%	979

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 $5.27B 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 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

Householder Group Estate & Retirement Specialist's SCHX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2024, closing a stake of 420 shares — an estimated $9K sold.

Householder Group Estate & Retirement Specialist first reported a position in SCHX in Q3 2022 and held it in 7 quarters. The position peaked at $9K in Q3 2024. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Schwab US Large- Cap ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 420 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $9K.
Householder Group Estate & Retirement Specialist first reported a position in Schwab US Large- Cap ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Schwab US Large- Cap ETF position peaked at $9K in Q3 2024.
1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.