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Silvercrest Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Silvercrest Asset Management’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
2025
Q1 		– Sell
-31,365
Closed -$727K – 869
2024
Q4 		$727K Buy
+31,365
New +$731K ﹤0.01% 637

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Silvercrest Asset Management's SCHX Position: Q1 2025 in Review

Silvercrest Asset Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 31,365 shares — an estimated $727K sold.

Silvercrest Asset Management first reported a position in SCHX in Q4 2024 and held it in 1 quarter. The position peaked at $727K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • Silvercrest Asset Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Silvercrest Asset Management sold 31,365 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $727K.
  • Silvercrest Asset Management first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 1 quarter.
  • Silvercrest Asset Management's Schwab US Large- Cap ETF position peaked at $727K in Q4 2024.
  • 1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Silvercrest Asset Management's 13F filing for Q1 2025, filed 15 May 2025.