MWM
SCHX icon

Merriman Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Merriman Wealth 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 		$4.24M Buy
182,759
+146
+0.1% +$3.4K 0.18% 46
2024
Q3 		$4.13M Buy
182,613
+771
+0.4% +$16.8K 0.17% 58
2024
Q2 		$3.9M Sell
181,842
-2,547
-1% -$52.6K 0.17% 60
2024
Q1 		$3.81M Buy
184,389
+3,603
+2% +$70.9K 0.17% 60
2023
Q4 		$3.4M Sell
180,786
-5,886
-3% -$103K 0.17% 60
2023
Q3 		$3.15M Hold
186,672
– – 0.16% 46
2023
Q2 		$3.26M Sell
186,672
-8,910
-5% -$147K 0.16% 66
2023
Q1 		$3.15M Sell
195,582
-5,523
-3% -$86.9K 0.16% 54
2022
Q4 		$3.03M Sell
201,105
-120
-0.1% -$1.82K 0.16% 60
2022
Q3 		$2.84M Sell
201,225
-4,011
-2% -$62.9K 0.19% 36
2022
Q2 		$3.06M Buy
205,236
+5,337
+3% +$86.5K 0.21% 33
2022
Q1 		$3.59M Sell
199,899
-2,865
-1% -$50.7K 0.29% 40
2021
Q4 		$3.85M Buy
202,764
+24
+0% +$443 0.28% 48
2021
Q3 		$3.52M Sell
202,740
-5,052
-2% -$90.1K 0.29% 53
2021
Q2 		$3.6M Sell
207,792
-1,326
-0.6% -$22.4K 0.31% 55
2021
Q1 		$3.35M Sell
209,118
-3,336
-2% -$52.3K 0.38% 50
2020
Q4 		$3.22M Buy
212,454
+2,604
+1% +$37.3K 0.35% 56
2020
Q3 		$2.82M Sell
209,850
-840
-0.4% -$11.2K 0.42% 49
2020
Q2 		$2.6M Sell
210,690
-76,056
-27% -$886K 0.41% 47
2020
Q1 		$2.93M Buy
+286,746
New +$3.48M 0.64% 29

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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 $786B AUM 40.34% 1-Year Est. Return

Merriman Wealth Management's SCHX Position: Q4 2024 in Review

Merriman Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.08% in Q4 2024, buying an estimated $3.4K and bringing the position to 182,759 shares worth $4.24M. The position accounts for 0.18% of the portfolio, ranked #46.

Merriman Wealth Management first reported a position in SCHX in Q1 2020 and has held it in 20 quarters since. 1,364 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

  • Merriman Wealth Management held 182,759 shares of Schwab US Large- Cap ETF worth $4.24M as of Q4 2024.
  • Merriman Wealth Management bought 146 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $3.4K.
  • Schwab US Large- Cap ETF made up 0.18% of Merriman Wealth Management's portfolio in Q4 2024, its #46 holding.
  • Merriman Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 20 quarters since.
  • 1,364 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.