M&R Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

M&R 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 Q3	$31K	Buy	1,371 +9	+0.7%	+$196	0.01%	278
2024 Q2	$29.2K	Hold	1,362	–	–	0.01%	267
2024 Q1	$28.2K	Sell	1,362 -2,055	-60%	-$40.5K	0.01%	271
2023 Q4	$64.2K	Buy	3,417 +6	+0.2%	+$105	0.02%	229
2023 Q3	$57.5K	Buy	3,411 +171	+5%	+$3K	0.02%	224
2023 Q2	$56.6K	Buy	3,240 +1,371	+73%	+$22.6K	0.01%	232
2023 Q1	$30.1K	Buy	1,869 +189	+11%	+$2.97K	0.01%	273
2022 Q4	$25.3K	Buy	1,680 +810	+93%	+$12.3K	0.01%	279
2022 Q3	$12K	Buy	870 +699	+409%	+$11K	﹤0.01%	316
2022 Q2	$2K	Buy	+171	New	+$2.77K	﹤0.01%	408

Other funds holding SCHX

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

M&R Capital Management's SCHX Position: Q3 2024 in Review

M&R Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.66% in Q3 2024, buying an estimated $196 and bringing the position to 1,371 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #278.

M&R Capital Management first reported a position in SCHX in Q2 2022 and has held it in 10 quarters since. The position peaked at $64.2K in Q4 2023. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

M&R Capital Management held 1,371 shares of Schwab US Large- Cap ETF worth $31K as of Q3 2024.
M&R Capital Management bought 9 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $196.
Schwab US Large- Cap ETF made up 0.01% of M&R Capital Management's portfolio in Q3 2024, its #278 holding.
M&R Capital Management first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 10 quarters since.
M&R Capital Management's Schwab US Large- Cap ETF position peaked at $64.2K in Q4 2023.
1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.