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Northwest Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Northwest Financial Advisors’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
-1,956
Closed -$44.3K – 460
2024
Q3 		$44.3K Buy
+1,956
New +$42.6K 0.04% 245
2024
Q1 		– Sell
-1,938
Closed -$36.4K – 438
2023
Q4 		$36.4K Buy
+1,938
New +$34K 0.03% 243

Other funds holding SCHX

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

Northwest Financial Advisors's SCHX Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2024, closing a stake of 1,956 shares — an estimated $44.3K sold.

Northwest Financial Advisors first reported a position in SCHX in Q4 2023 and held it in 2 quarters. The position peaked at $44.3K in Q3 2024. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Schwab US Large- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,956 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $44.3K.
  • Northwest Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Schwab US Large- Cap ETF position peaked at $44.3K in Q3 2024.
  • 1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.