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Power Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Power Wealth Management’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
-23,472
Closed -$503K – 104
2024
Q2 		$503K Buy
+23,472
New +$485K 0.24% 70

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HSA
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MGIA
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Northwestern Mutual Wealth Management
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Power Wealth Management's SCHX Position: Q3 2024 in Review

Power Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2024, closing a stake of 23,472 shares — an estimated $503K sold.

Power Wealth Management first reported a position in SCHX in Q2 2024 and held it in 1 quarter. The position peaked at $503K in Q2 2024. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

  • Power Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Power Wealth Management sold 23,472 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $503K.
  • Power Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2024 and held it in 1 quarter.
  • Power Wealth Management's Schwab US Large- Cap ETF position peaked at $503K in Q2 2024.
  • 1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on Power Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.