Spotlight Asset Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Spotlight Asset Group’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	$233K	Hold	10,872	–	–	0.16%	70
2024 Q1	$225K	Hold	10,872	–	–	0.16%	68
2023 Q4	$183K	Hold	10,872	–	–	0.17%	63
2023 Q3	$183K	Hold	10,872	–	–	0.17%	63
2023 Q2	$190K	Buy	+10,872	New	+$180K	0.17%	61
2021 Q3	$339K	Sell	19,554 -1,200	-6%	-$21.4K	0.17%	84
2021 Q2	$360K	Buy	20,754 +672	+3%	+$11.3K	0.14%	92
2021 Q1	$321K	Sell	20,082 -2,376	-11%	-$37.2K	0.12%	98
2020 Q4	$340K	Hold	22,458	–	–	0.13%	99
2020 Q3	$302K	Hold	22,458	–	–	0.12%	106
2020 Q2	$277K	Hold	22,458	–	–	0.12%	102
2020 Q1	$229K	Hold	22,458	–	–	0.12%	95
2019 Q4	$248K	Buy	+22,458	New	+$275K	0.12%	97

Other funds holding SCHX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Spotlight Asset Group's SCHX Position: Q2 2024 in Review

Spotlight Asset Group held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2024 at 10,872 shares worth $233K. The position accounts for 0.16% of the portfolio, ranked #70.

Spotlight Asset Group first reported a position in SCHX in Q4 2019 and has held it in 13 quarters since. The position peaked at $360K in Q2 2021. 1,220 funds tracked by Wall St. Rank hold SCHX as of Q2 2024.

Spotlight Asset Group held 10,872 shares of Schwab US Large- Cap ETF worth $233K as of Q2 2024.
Spotlight Asset Group left its Schwab US Large- Cap ETF share count unchanged in Q2 2024.
Schwab US Large- Cap ETF made up 0.16% of Spotlight Asset Group's portfolio in Q2 2024, its #70 holding.
Spotlight Asset Group first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 13 quarters since.
Spotlight Asset Group's Schwab US Large- Cap ETF position peaked at $360K in Q2 2021.
1,220 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.