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SilverOak Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

SilverOak Wealth 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
2024
Q2 		– Sell
-11,121
Closed -$230K – 98
2024
Q1 		$230K Buy
+11,121
New +$219K 0.06% 90

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US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SEI Investments
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HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 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 $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SilverOak Wealth Management's SCHX Position: Q2 2024 in Review

SilverOak Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2024, closing a stake of 11,121 shares — an estimated $230K sold.

SilverOak Wealth Management first reported a position in SCHX in Q1 2024 and held it in 1 quarter. The position peaked at $230K in Q1 2024. 1,220 funds tracked by Wall St. Rank hold SCHX as of Q2 2024.

  • SilverOak Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q2 2024 after selling out during the quarter.
  • SilverOak Wealth Management sold 11,121 Schwab US Large- Cap ETF shares in Q2 2024, an estimated $230K.
  • SilverOak Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2024 and held it in 1 quarter.
  • SilverOak Wealth Management's Schwab US Large- Cap ETF position peaked at $230K in Q1 2024.
  • 1,220 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2024.

Based on SilverOak Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.