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

SpiderRock 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 		$1.51M Buy
66,858
+1,050
+2% +$22.9K 0.02% 378
2024
Q2 		$1.41M Sell
65,808
-18
-0% -$372 0.03% 346
2024
Q1 		$1.34M Buy
+65,826
New +$1.3M 0.03% 342

Other funds holding SCHX

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SEI Investments
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SpiderRock Advisors's SCHX Position: Q3 2024 in Review

SpiderRock Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 1.6% in Q3 2024, buying an estimated $22.9K and bringing the position to 66,858 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #378.

SpiderRock Advisors first reported a position in SCHX in Q1 2024 and has held it in 3 quarters since. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

  • SpiderRock Advisors held 66,858 shares of Schwab US Large- Cap ETF worth $1.51M as of Q3 2024.
  • SpiderRock Advisors bought 1,050 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $22.9K.
  • Schwab US Large- Cap ETF made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #378 holding.
  • SpiderRock Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.