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Kirtland Hills Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Kirtland Hills Capital Management’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
-12,000
Closed -$271K – 136
2024
Q3 		$271K Hold
12,000
– – 0.15% 119
2024
Q2 		$257K Hold
12,000
– – 0.21% 106
2024
Q1 		$245K Buy
+12,000
New +$236K 0.21% 105

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SFG
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Northwestern Mutual Wealth Management
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UBS Group
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Kirtland Hills Capital Management's SCHX Position: Q4 2024 in Review

Kirtland Hills Capital Management sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2024, closing a stake of 12,000 shares — an estimated $271K sold.

Kirtland Hills Capital Management first reported a position in SCHX in Q1 2024 and held it in 3 quarters. The position peaked at $271K in Q3 2024. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

  • Kirtland Hills Capital Management reported no remaining Schwab US Large- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Kirtland Hills Capital Management sold 12,000 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $271K.
  • Kirtland Hills Capital Management first reported a position in Schwab US Large- Cap ETF in Q1 2024 and held it in 3 quarters.
  • Kirtland Hills Capital Management's Schwab US Large- Cap ETF position peaked at $271K in Q3 2024.
  • 1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Kirtland Hills Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.