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Lake Street Advisors Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lake Street Advisors Group’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 		$9.24M Sell
398,416
-15,545
-4% -$362K 0.43% 42
2024
Q3 		$9.36M Buy
413,961
+420
+0.1% +$9.15K 0.43% 43
2024
Q2 		$8.89M Hold
413,541
– – 0.43% 44
2024
Q1 		$8.55M Hold
413,541
– – 0.4% 46
2023
Q4 		$7.77M Buy
413,541
+1,497
+0.4% +$26.3K 0.39% 48
2023
Q3 		$6.95M Buy
412,044
+1,383
+0.3% +$24.3K 0.41% 45
2023
Q2 		$7.17M Sell
410,661
-4,128
-1% -$68.2K 0.4% 44
2023
Q1 		$6.69M Buy
414,789
+1,365
+0.3% +$21.5K 0.41% 41
2022
Q4 		$6.22M Buy
413,424
+1,578
+0.4% +$23.9K 0.41% 46
2022
Q3 		$5.81M Buy
411,846
+1,527
+0.4% +$24K 0.42% 41
2022
Q2 		$6.11M Sell
410,319
-32,370
-7% -$525K 0.44% 40
2022
Q1 		$7.95M Sell
442,689
-12,453
-3% -$220K 0.51% 34
2021
Q4 		$8.63M Sell
455,142
-45,426
-9% -$839K 0.54% 32
2021
Q3 		$8.68M Sell
500,568
-15,564
-3% -$278K 0.93% 25
2021
Q2 		$9.28M Buy
516,132
+1,380
+0.3% +$23.3K 0.69% 33
2021
Q1 		$8.24M Buy
514,752
+1,338
+0.3% +$21K 0.67% 30
2020
Q4 		$7.78M Buy
513,414
+1,824
+0.4% +$26.1K 0.64% 32
2020
Q3 		$6.88M Buy
511,590
+39,774
+8% +$528K 0.65% 32
2020
Q2 		$5.83M Buy
471,816
+105,510
+29% +$1.23M 0.59% 33
2020
Q1 		$3.74M Buy
+366,306
New +$4.45M 0.46% 38

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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

Lake Street Advisors Group's SCHX Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.8% in Q4 2024, selling an estimated $362K and leaving 398,416 shares worth $9.24M. The position accounts for 0.43% of the portfolio, ranked #42.

Lake Street Advisors Group first reported a position in SCHX in Q1 2020 and has held it in 20 quarters since. The position peaked at $9.36M in Q3 2024. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

  • Lake Street Advisors Group held 398,416 shares of Schwab US Large- Cap ETF worth $9.24M as of Q4 2024.
  • Lake Street Advisors Group sold 15,545 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $362K.
  • Schwab US Large- Cap ETF made up 0.43% of Lake Street Advisors Group's portfolio in Q4 2024, its #42 holding.
  • Lake Street Advisors Group first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 20 quarters since.
  • Lake Street Advisors Group's Schwab US Large- Cap ETF position peaked at $9.36M in Q3 2024.
  • 1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.