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Pillar Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Pillar Wealth 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
-31,695
Closed -$717K – 9
2024
Q3 		$717K Sell
31,695
-488,241
-94% -$10.6M 21.42% 1
2024
Q2 		$11.1M Sell
519,936
-392,763
-43% -$8.12M 13.37% 1
2024
Q1 		$18.9M Sell
912,699
-76,356
-8% -$1.5M 14.26% 1
2023
Q4 		$18.6M Sell
989,055
-69,999
-7% -$1.23M 14.32% 1
2023
Q3 		$17.9M Sell
1,059,054
-36,093
-3% -$633K 15.46% 1
2023
Q2 		$19.1M Sell
1,095,147
-32,685
-3% -$540K 15.97% 1
2023
Q1 		$18.2M Sell
1,127,832
-8,370
-0.7% -$132K 18.12% 1
2022
Q4 		$17.1M Sell
1,136,202
-273
-0% -$4.13K 16.48% 1
2022
Q3 		$16M Buy
1,136,475
+6,204
+0.5% +$97.3K 15.99% 2
2022
Q2 		$16.8M Buy
1,130,271
+498
+0% +$8.07K 17.12% 1
2022
Q1 		$20.3M Sell
1,129,773
-21,027
-2% -$372K 19.57% 1
2021
Q4 		$21.8M Buy
+1,150,800
New +$21.3M 20.77% 1

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

Pillar Wealth Advisors's SCHX Position: Q4 2024 in Review

Pillar Wealth Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2024, closing a stake of 31,695 shares — an estimated $717K sold.

Pillar Wealth Advisors first reported a position in SCHX in Q4 2021 and held it in 12 quarters. The position peaked at $21.8M in Q4 2021. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

  • Pillar Wealth Advisors reported no remaining Schwab US Large- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Pillar Wealth Advisors sold 31,695 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $717K.
  • Pillar Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 12 quarters.
  • Pillar Wealth Advisors's Schwab US Large- Cap ETF position peaked at $21.8M in Q4 2021.
  • 1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Pillar Wealth Advisors's 13F filing for Q4 2024.