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

Realta 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 Q3	–	Sell	-1,446	Closed	-$30.9K	–	700
2024 Q2	$30.9K	Hold	1,446	–	–	0.01%	578
2024 Q1	$29.9K	Buy	+1,446	New	+$28.5K	0.01%	602
2023 Q4	–	Sell	-240	Closed	-$4.19K	–	730
2023 Q3	$4.19K	Hold	240	–	–	﹤0.01%	726
2023 Q2	$4.19K	Buy	+240	New	+$3.96K	﹤0.01%	776
2023 Q1	–	Sell	-240	Closed	-$3.61K	–	752
2022 Q4	$3.61K	Hold	240	–	–	﹤0.01%	783
2022 Q3	$3K	Buy	+240	New	+$3.77K	﹤0.01%	778
2020 Q4	–	Sell	-37,734	Closed	-$507K	–	348
2020 Q3	$507K	Sell	37,734 -462	-1%	-$6.14K	0.17%	150
2020 Q2	$472K	Sell	38,196 -438	-1%	-$5.1K	0.16%	173
2020 Q1	$394K	Buy	38,634 +2,676	+7%	+$32.5K	0.17%	164
2019 Q4	$454K	Buy	35,958 +96	+0.3%	+$1.18K	0.12%	198
2019 Q3	$425K	Sell	35,862 -2,898	-7%	-$34.2K	0.12%	202
2019 Q2	$455K	Buy	+38,760	New	+$445K	0.13%	185

Other funds holding SCHX

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

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

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

Realta Investment Advisors's SCHX Position: Q3 2024 in Review

Realta Investment Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2024, closing a stake of 1,446 shares — an estimated $30.9K sold.

Realta Investment Advisors first reported a position in SCHX in Q2 2019 and held it in 12 quarters. The position peaked at $507K in Q3 2020. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

Realta Investment Advisors reported no remaining Schwab US Large- Cap ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 1,446 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $30.9K.
Realta Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2019 and held it in 12 quarters.
Realta Investment Advisors's Schwab US Large- Cap ETF position peaked at $507K in Q3 2020.
1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.