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

Manchester 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	Closed	-$275	–	1186
2024 Q3	$275	Hold	12	–	–	﹤0.01%	1122
2024 Q2	$258	Buy	12 +6	+100%	+$124	﹤0.01%	1105
2024 Q1	$126	Hold	6	–	–	﹤0.01%	1022
2023 Q4	$114	Hold	6	–	–	﹤0.01%	995
2023 Q3	$102	Buy	+6	New	+$105	﹤0.01%	997
2022 Q4	–	Sell	-51,285	Closed	-$892K	–	1049
2022 Q3	$892K	Hold	51,285	–	–	0.16%	74
2022 Q2	$892K	Hold	51,285	–	–	0.15%	79
2022 Q1	$921K	Sell	51,285 -94,611	-65%	-$1.67M	0.13%	93
2021 Q4	$2.77M	Hold	145,896	–	–	0.36%	37
2021 Q3	$2.53M	Hold	145,896	–	–	0.35%	38
2021 Q2	$2.53M	Hold	145,896	–	–	0.35%	36
2021 Q1	$2.33M	Hold	145,896	–	–	0.35%	41
2020 Q4	$2.21M	Buy	145,896 +115,536	+381%	+$1.65M	0.34%	41
2020 Q3	$408K	Sell	30,360 -1,314	-4%	-$17.5K	0.06%	158
2020 Q2	$391K	Buy	31,674 +1,314	+4%	+$15.3K	0.05%	170
2020 Q1	$310K	Buy	+30,360	New	+$369K	0.05%	176
2015 Q1	–	Sell	-852	Closed	-$7K	–	823
2014 Q4	$7K	Hold	852	–	–	﹤0.01%	1015
2014 Q3	$7K	Hold	852	–	–	﹤0.01%	994
2014 Q2	$7K	Hold	852	–	–	﹤0.01%	990
2014 Q1	$6K	Hold	852	–	–	﹤0.01%	907
2013 Q4	$6K	Hold	852	–	–	﹤0.01%	839
2013 Q3	$6K	Hold	852	–	–	﹤0.01%	887
2013 Q2	$5K	Buy	+852	New	+$5.45K	﹤0.01%	908

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $13.5B AUM 24.62% 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 $187B AUM 21.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Manchester Capital Management's SCHX Position: Q4 2024 in Review

Manchester Capital Management sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2024, closing a stake of 12 shares — an estimated $275 sold.

Manchester Capital Management first reported a position in SCHX in Q2 2013 and held it in 23 quarters. The position peaked at $2.77M in Q4 2021. 1,364 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

Manchester Capital Management reported no remaining Schwab US Large- Cap ETF position as of Q4 2024 after selling out during the quarter.
Manchester Capital Management sold 12 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $275.
Manchester Capital Management first reported a position in Schwab US Large- Cap ETF in Q2 2013 and held it in 23 quarters.
Manchester Capital Management's Schwab US Large- Cap ETF position peaked at $2.77M in Q4 2021.
1,364 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Manchester Capital Management's 13F filing for Q4 2024, filed 30 Jan 2025.