Private Portfolio Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Private Portfolio Partners’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	$1.01M	Buy	43,747 +1,399	+3%	+$32.6K	0.19%	98
2024 Q3	$958K	Buy	+42,348	New	+$923K	0.18%	96
2024 Q2	–	Sell	-42,348	Closed	-$876K	–	227
2024 Q1	$876K	Hold	42,348	–	–	0.18%	96
2023 Q4	$796K	Hold	42,348	–	–	0.18%	97
2023 Q3	$714K	Hold	42,348	–	–	0.19%	93
2023 Q2	$739K	Hold	42,348	–	–	0.19%	86
2023 Q1	$683K	Hold	42,348	–	–	0.18%	92
2022 Q4	$637K	Hold	42,348	–	–	0.17%	112
2022 Q3	$598K	Hold	42,348	–	–	0.17%	111
2022 Q2	$630K	Hold	42,348	–	–	0.18%	108
2022 Q1	$760K	Hold	42,348	–	–	0.19%	103
2021 Q4	$803K	Hold	42,348	–	–	0.21%	104
2021 Q3	$734K	Hold	42,348	–	–	0.21%	101
2021 Q2	$734K	Hold	42,348	–	–	0.21%	100
2021 Q1	$678K	Hold	42,348	–	–	0.22%	95
2020 Q4	$642K	Buy	42,348 +348	+0.8%	+$4.98K	0.23%	93
2020 Q3	$564K	Sell	42,000 -48	-0.1%	-$638	0.23%	93
2020 Q2	$519K	Hold	42,048	–	–	0.24%	95
2020 Q1	$429K	Hold	42,048	–	–	0.23%	107
2019 Q4	$538K	Sell	42,048 -5,196	-11%	-$63.7K	0.23%	103
2019 Q3	$559K	Sell	47,244 -114,396	-71%	-$1.35M	0.26%	96
2019 Q2	$1.89M	Buy	161,640 +62,646	+63%	+$720K	0.81%	29
2019 Q1	$1.11M	Buy	98,994 +56,994	+136%	+$618K	0.59%	50
2018 Q4	$418K	Buy	+42,000	New	+$451K	0.26%	94

Other funds holding SCHX

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Private Portfolio Partners's SCHX Position: Q4 2024 in Review

Private Portfolio Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 3.3% in Q4 2024, buying an estimated $32.6K and bringing the position to 43,747 shares worth $1.01M. The position accounts for 0.19% of the portfolio, ranked #98.

Private Portfolio Partners first reported a position in SCHX in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.89M in Q2 2019. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

Private Portfolio Partners held 43,747 shares of Schwab US Large- Cap ETF worth $1.01M as of Q4 2024.
Private Portfolio Partners bought 1,399 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $32.6K.
Schwab US Large- Cap ETF made up 0.19% of Private Portfolio Partners's portfolio in Q4 2024, its #98 holding.
Private Portfolio Partners first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 24 quarters since.
Private Portfolio Partners's Schwab US Large- Cap ETF position peaked at $1.89M in Q2 2019.
1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.