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Mustard Seed Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Mustard Seed Financial’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
-12,471
Closed -$282K – 84
2024
Q3 		$282K Buy
12,471
+69
+0.6% +$1.5K 0.23% 71
2024
Q2 		$266K Hold
12,402
– – 0.25% 70
2024
Q1 		$257K Buy
12,402
+36
+0.3% +$709 0.26% 71
2023
Q4 		$232K Buy
+12,366
New +$217K 0.26% 69

Other funds holding SCHX

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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

Mustard Seed Financial's SCHX Position: Q4 2024 in Review

Mustard Seed Financial sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2024, closing a stake of 12,471 shares — an estimated $282K sold.

Mustard Seed Financial first reported a position in SCHX in Q4 2023 and held it in 4 quarters. The position peaked at $282K in Q3 2024. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

  • Mustard Seed Financial reported no remaining Schwab US Large- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Mustard Seed Financial sold 12,471 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $282K.
  • Mustard Seed Financial first reported a position in Schwab US Large- Cap ETF in Q4 2023 and held it in 4 quarters.
  • Mustard Seed Financial's Schwab US Large- Cap ETF position peaked at $282K in Q3 2024.
  • 1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Mustard Seed Financial's 13F filing for Q4 2024, filed 17 Jan 2025.