RE Dickinson Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

RE Dickinson Investment 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	$1.44M	Sell	62,028 -1,992	-3%	-$46.4K	0.81%	19
2024 Q3	$1.45M	Sell	64,020 -1,257	-2%	-$27.4K	0.82%	19
2024 Q2	$1.4M	Sell	65,277 -3,897	-6%	-$80.5K	0.85%	19
2024 Q1	$1.43M	Sell	69,174 -4,233	-6%	-$83.3K	0.9%	20
2023 Q4	$1.38M	Sell	73,407 -1,386	-2%	-$24.3K	0.92%	20
2023 Q3	$1.26M	Sell	74,793 -7,869	-10%	-$138K	0.89%	21
2023 Q2	$1.44M	Sell	82,662 -5,493	-6%	-$90.7K	0.53%	44
2023 Q1	$1.42M	Sell	88,155 -8,454	-9%	-$133K	0.48%	47
2022 Q4	$1.45M	Sell	96,609 -6,072	-6%	-$91.9K	0.6%	39
2022 Q3	$1.45M	Sell	102,681 -7,053	-6%	-$111K	1.2%	17
2022 Q2	$1.63M	Sell	109,734 -10,449	-9%	-$169K	0.23%	21
2022 Q1	$2.16M	Sell	120,183 -41,583	-26%	-$736K	1.45%	17
2021 Q4	$3.07M	Buy	+161,766	New	+$2.99M	2.33%	15

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 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 $187B AUM 21.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RE Dickinson Investment Advisors's SCHX Position: Q4 2024 in Review

RE Dickinson Investment Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.1% in Q4 2024, selling an estimated $46.4K and leaving 62,028 shares worth $1.44M. The position accounts for 0.81% of the portfolio, ranked #19.

RE Dickinson Investment Advisors first reported a position in SCHX in Q4 2021 and has held it in 13 quarters since. The position peaked at $3.07M in Q4 2021. 1,363 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

RE Dickinson Investment Advisors held 62,028 shares of Schwab US Large- Cap ETF worth $1.44M as of Q4 2024.
RE Dickinson Investment Advisors sold 1,992 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $46.4K.
Schwab US Large- Cap ETF made up 0.81% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #19 holding.
RE Dickinson Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's Schwab US Large- Cap ETF position peaked at $3.07M in Q4 2021.
1,363 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.