Prudential Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Prudential 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	-170,253	Closed	-$3.85M	–	2632
2024 Q3	$3.85M	Buy	170,253 +17,865	+12%	+$389K	0.01%	1108
2024 Q2	$3.26M	Buy	152,388 +31,140	+26%	+$643K	﹤0.01%	1123
2024 Q1	$2.51M	Buy	121,248 +20,220	+20%	+$398K	﹤0.01%	1310
2023 Q4	$1.9M	Buy	101,028 +33,480	+50%	+$588K	﹤0.01%	1470
2023 Q3	$1.14M	Buy	67,548 +3,474	+5%	+$60.9K	﹤0.01%	1705
2023 Q2	$1.12M	Sell	64,074 -13,293	-17%	-$219K	﹤0.01%	1759
2023 Q1	$1.16M	Buy	77,367 +15,159	+24%	+$239K	﹤0.01%	1662
2022 Q4	$936K	Buy	62,208 +9,744	+19%	+$147K	﹤0.01%	1738
2022 Q3	$751K	Buy	52,464 +20,478	+64%	+$321K	﹤0.01%	1891
2022 Q2	$480K	Buy	31,986 +5,805	+22%	+$94.1K	﹤0.01%	2155
2022 Q1	$470K	Buy	+26,181	New	+$463K	﹤0.01%	2228

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

Prudential Financial's SCHX Position: Q4 2024 in Review

Prudential Financial sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2024, closing a stake of 170,253 shares — an estimated $3.85M sold.

Prudential Financial first reported a position in SCHX in Q1 2022 and held it in 11 quarters. The position peaked at $3.85M in Q3 2024. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

Prudential Financial reported no remaining Schwab US Large- Cap ETF position as of Q4 2024 after selling out during the quarter.
Prudential Financial sold 170,253 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $3.85M.
Prudential Financial first reported a position in Schwab US Large- Cap ETF in Q1 2022 and held it in 11 quarters.
Prudential Financial's Schwab US Large- Cap ETF position peaked at $3.85M in Q3 2024.
1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.