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Nova R Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Nova R Wealth’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
-112,260
Closed -$2.54M – 88
2024
Q3 		$2.54M Sell
112,260
-11,490
-9% -$250K 1.25% 17
2024
Q2 		$2.65M Sell
123,750
-131,343
-51% -$2.71M 1.37% 18
2024
Q1 		$5.28M Buy
+255,093
New +$5.02M 2.76% 12

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 $1.54B 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
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

Nova R Wealth's SCHX Position: Q4 2024 in Review

Nova R Wealth sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2024, closing a stake of 112,260 shares — an estimated $2.54M sold.

Nova R Wealth first reported a position in SCHX in Q1 2024 and held it in 3 quarters. The position peaked at $5.28M in Q1 2024. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

  • Nova R Wealth reported no remaining Schwab US Large- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Nova R Wealth sold 112,260 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $2.54M.
  • Nova R Wealth first reported a position in Schwab US Large- Cap ETF in Q1 2024 and held it in 3 quarters.
  • Nova R Wealth's Schwab US Large- Cap ETF position peaked at $5.28M in Q1 2024.
  • 1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Nova R Wealth's 13F filing for Q4 2024, filed 30 Jan 2025.