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River Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

River Wealth 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 		– Sell
-13,053
Closed -$295K – 219
2024
Q3 		$295K Sell
13,053
-7,464
-36% -$163K 0.04% 178
2024
Q2 		$439K Buy
20,517
+7,419
+57% +$153K 0.06% 145
2024
Q1 		$271K Sell
13,098
-225
-2% -$4.43K 0.04% 178
2023
Q4 		$250K Sell
13,323
-558
-4% -$9.8K 0.04% 182
2023
Q3 		$234K Sell
13,881
-1,035
-7% -$18.2K 0.04% 186
2023
Q2 		$260K Sell
14,916
-798
-5% -$13.2K 0.04% 188
2023
Q1 		$253K Sell
15,714
-7,308
-32% -$115K 0.05% 186
2022
Q4 		$346K Buy
23,022
+267
+1% +$4.04K 0.07% 172
2022
Q3 		$321K Sell
22,755
-11,832
-34% -$186K 0.07% 164
2022
Q2 		$515K Buy
34,587
+4,941
+17% +$80.1K 0.09% 146
2022
Q1 		$532K Buy
29,646
+1,338
+5% +$23.7K 0.08% 149
2021
Q4 		$537K Sell
28,308
-4,872
-15% -$90K 0.08% 149
2021
Q3 		$575K Sell
33,180
-1,302
-4% -$23.2K 0.1% 141
2021
Q2 		$598K Sell
34,482
-2,532
-7% -$42.7K 0.1% 136
2021
Q1 		$592K Buy
37,014
+5,736
+18% +$89.9K 0.11% 137
2020
Q4 		$474K Buy
31,278
+204
+0.7% +$2.92K 0.1% 145
2020
Q3 		$418K Buy
31,074
+1,074
+4% +$14.3K 0.11% 142
2020
Q2 		$371K Buy
30,000
+3,612
+14% +$42.1K 0.11% 135
2020
Q1 		$269K Buy
26,388
+1,680
+7% +$20.4K 0.11% 137
2019
Q4 		$316K Buy
24,708
+774
+3% +$9.49K 0.11% 140
2019
Q3 		$283K Buy
23,934
+906
+4% +$10.7K 0.11% 142
2019
Q2 		$269K Buy
23,028
+2,490
+12% +$28.6K 0.11% 147
2019
Q1 		$231K Sell
20,538
-3,318
-14% -$36K 0.1% 147
2018
Q4 		$237K Buy
23,856
+3,174
+15% +$34.1K 0.11% 145
2018
Q3 		$240K Buy
20,682
+1,338
+7% +$15.2K 0.09% 152
2018
Q2 		$209K Buy
+19,344
New +$209K 0.08% 157
2016
Q4 		– Sell
-26,970
Closed -$232K – 155
2016
Q3 		$232K Buy
+26,970
New +$231K 0.13% 140

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

River Wealth Advisors's SCHX Position: Q4 2024 in Review

River Wealth Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2024, closing a stake of 13,053 shares — an estimated $295K sold.

River Wealth Advisors first reported a position in SCHX in Q3 2016 and held it in 27 quarters. The position peaked at $598K in Q2 2021. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

  • River Wealth Advisors reported no remaining Schwab US Large- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • River Wealth Advisors sold 13,053 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $295K.
  • River Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2016 and held it in 27 quarters.
  • River Wealth Advisors's Schwab US Large- Cap ETF position peaked at $598K in Q2 2021.
  • 1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on River Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.