Marquette Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Marquette Asset 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	-1,908	Closed	-$43.2K	–	215
2024 Q3	$43.2K	Buy	+1,908	New	+$41.6K	0.01%	170
2022 Q4	–	Sell	-654	Closed	-$9K	–	269
2022 Q3	$9K	Hold	654	–	–	﹤0.01%	187
2022 Q2	$10K	Hold	654	–	–	﹤0.01%	217
2022 Q1	$12K	Hold	654	–	–	﹤0.01%	248
2021 Q4	$12K	Hold	654	–	–	﹤0.01%	242
2021 Q3	$11K	Hold	654	–	–	﹤0.01%	239
2021 Q2	$11K	Hold	654	–	–	﹤0.01%	220
2021 Q1	$10K	Buy	+654	New	+$10.2K	﹤0.01%	216
2020 Q1	–	Sell	-150	Closed	-$2K	–	271
2019 Q4	$2K	Hold	150	–	–	﹤0.01%	229
2019 Q3	$2K	Hold	150	–	–	﹤0.01%	259
2019 Q2	$2K	Hold	150	–	–	﹤0.01%	249
2019 Q1	$2K	Buy	+150	New	+$1.63K	﹤0.01%	285

Other funds holding SCHX

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $1.54B AUM 16.9% 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

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

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

Marquette Asset Management's SCHX Position: Q4 2024 in Review

Marquette Asset Management sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2024, closing a stake of 1,908 shares — an estimated $43.2K sold.

Marquette Asset Management first reported a position in SCHX in Q1 2019 and held it in 12 quarters. The position peaked at $43.2K in Q3 2024. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

Marquette Asset Management reported no remaining Schwab US Large- Cap ETF position as of Q4 2024 after selling out during the quarter.
Marquette Asset Management sold 1,908 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $43.2K.
Marquette Asset Management first reported a position in Schwab US Large- Cap ETF in Q1 2019 and held it in 12 quarters.
Marquette Asset Management's Schwab US Large- Cap ETF position peaked at $43.2K in Q3 2024.
1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Marquette Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.