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New Millennium Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

New Millennium Group’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 		– Sell
-534
Closed -$11.4K – 425
2024
Q2 		$11.4K Buy
+534
New +$11K 0.01% 178
2024
Q1 		– Sell
-534
Closed -$10K – 335
2023
Q4 		$10K Buy
+534
New +$9.38K 0.01% 200

Other funds holding SCHX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $1.54B AUM 16.9% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New Millennium Group's SCHX Position: Q3 2024 in Review

New Millennium Group sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2024, closing a stake of 534 shares — an estimated $11.4K sold.

New Millennium Group first reported a position in SCHX in Q4 2023 and held it in 2 quarters. The position peaked at $11.4K in Q2 2024. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

  • New Millennium Group reported no remaining Schwab US Large- Cap ETF position as of Q3 2024 after selling out during the quarter.
  • New Millennium Group sold 534 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $11.4K.
  • New Millennium Group first reported a position in Schwab US Large- Cap ETF in Q4 2023 and held it in 2 quarters.
  • New Millennium Group's Schwab US Large- Cap ETF position peaked at $11.4K in Q2 2024.
  • 1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on New Millennium Group's 13F filing for Q3 2024, filed 8 Nov 2024.