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Petix & Botte Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Petix & Botte 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
-13,464
Closed -$305K – 134
2024
Q3 		$305K Hold
13,464
– – 0.08% 96
2024
Q2 		$288K Buy
+13,464
New +$278K 0.08% 100
2024
Q1 		– Sell
-13,464
Closed -$253K – 158
2023
Q4 		$253K Hold
13,464
– – 0.07% 105
2023
Q3 		$227K Buy
+13,464
New +$236K 0.07% 111

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

Petix & Botte Financial's SCHX Position: Q4 2024 in Review

Petix & Botte Financial sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2024, closing a stake of 13,464 shares — an estimated $305K sold.

Petix & Botte Financial first reported a position in SCHX in Q3 2023 and held it in 4 quarters. The position peaked at $305K in Q3 2024. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

  • Petix & Botte Financial reported no remaining Schwab US Large- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 13,464 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $305K.
  • Petix & Botte Financial first reported a position in Schwab US Large- Cap ETF in Q3 2023 and held it in 4 quarters.
  • Petix & Botte Financial's Schwab US Large- Cap ETF position peaked at $305K in Q3 2024.
  • 1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Petix & Botte Financial's 13F filing for Q4 2024, filed 21 Jan 2025.