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HoyleCohen’s Schwab US Large- Cap ETF SCHX Stock Holding History

HoyleCohen’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
Q2 		$426K Sell
19,908
-12,507
-39% -$258K 0.03% 200
2024
Q1 		$671K Buy
32,415
+3,240
+11% +$63.8K 0.05% 183
2023
Q4 		$548K Buy
29,175
+1,878
+7% +$33K 0.04% 188
2023
Q3 		$460K Buy
27,297
+15,741
+136% +$276K 0.04% 185
2023
Q2 		$202K Sell
11,556
-4,524
-28% -$74.7K 0.02% 251
2023
Q1 		$259K Sell
16,080
-1,113
-6% -$17.5K 0.02% 233
2022
Q4 		$259K Hold
17,193
– – 0.03% 237
2022
Q3 		$243K Sell
17,193
-4,596
-21% -$72.1K 0.03% 225
2022
Q2 		$324K Sell
21,789
-1,800
-8% -$29.2K 0.03% 206
2022
Q1 		$423K Sell
23,589
-177
-0.7% -$3.13K 0.04% 198
2021
Q4 		$451K Buy
23,766
+294
+1% +$5.43K 0.04% 202
2021
Q3 		$407K Sell
23,472
-1,008
-4% -$18K 0.04% 196
2021
Q2 		$424 Sell
24,480
-270
-1% -$4.55K 0.03% 195
2021
Q1 		$396K Buy
24,750
+5,214
+27% +$81.7K 0.04% 194
2020
Q4 		$296K Sell
19,536
-840
-4% -$12K 0.03% 192
2020
Q3 		$274K Hold
20,376
– – 0.04% 180
2020
Q2 		$252K Sell
20,376
-360
-2% -$4.2K 0.04% 168
2020
Q1 		$212K Sell
20,736
-4,578
-18% -$55.6K 0.04% 165
2019
Q4 		$324K Sell
25,314
-90
-0.4% -$1.1K 0.05% 165
2019
Q3 		$300K Buy
25,404
+2,868
+13% +$33.8K 0.05% 167
2019
Q2 		$264K Sell
22,536
-1,254
-5% -$14.4K 0.05% 170
2019
Q1 		$268K Sell
23,790
-870
-4% -$9.43K 0.05% 162
2018
Q4 		$245K Sell
24,660
-1,266
-5% -$13.6K 0.05% 153
2018
Q3 		$301K Sell
25,926
-2,358
-8% -$26.8K 0.06% 144
2018
Q2 		$306K Sell
28,284
-48
-0.2% -$518 0.06% 138
2018
Q1 		$298K Sell
28,332
-186
-0.7% -$2.02K 0.06% 134
2017
Q4 		$303K Buy
+28,518
New +$295K 0.06% 134

Other funds holding SCHX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SEI Investments
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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HoyleCohen's SCHX Position: Q2 2024 in Review

HoyleCohen reduced its Schwab US Large- Cap ETF (SCHX) stake by 39% in Q2 2024, selling an estimated $258K and leaving 19,908 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #200.

HoyleCohen first reported a position in SCHX in Q4 2017 and has held it in 27 quarters since. The position peaked at $671K in Q1 2024. 1,220 funds tracked by Wall St. Rank hold SCHX as of Q2 2024.

  • HoyleCohen held 19,908 shares of Schwab US Large- Cap ETF worth $426K as of Q2 2024.
  • HoyleCohen sold 12,507 Schwab US Large- Cap ETF shares in Q2 2024, an estimated $258K.
  • Schwab US Large- Cap ETF made up 0.03% of HoyleCohen's portfolio in Q2 2024, its #200 holding.
  • HoyleCohen first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 27 quarters since.
  • HoyleCohen's Schwab US Large- Cap ETF position peaked at $671K in Q1 2024.
  • 1,220 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.