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

Sugarloaf 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 Q4	$204K	Hold	8,808	–	–	0.04%	161
2024 Q3	$199K	Hold	8,808	–	–	0.04%	166
2024 Q2	$189K	Hold	8,808	–	–	0.04%	150
2024 Q1	$182K	Hold	8,808	–	–	0.04%	162
2023 Q4	$166K	Hold	8,808	–	–	0.04%	171
2023 Q3	$149K	Hold	8,808	–	–	0.04%	171
2023 Q2	$154K	Hold	8,808	–	–	0.04%	166
2023 Q1	$142K	Hold	8,808	–	–	0.03%	166
2022 Q4	$133K	Hold	8,808	–	–	0.03%	168
2022 Q3	$125K	Hold	8,808	–	–	0.03%	177
2022 Q2	$131K	Hold	8,808	–	–	0.03%	163
2022 Q1	$158K	Hold	8,808	–	–	0.04%	147
2021 Q4	$167K	Hold	8,808	–	–	0.04%	143
2021 Q3	$153K	Hold	8,808	–	–	0.04%	152
2021 Q2	$153K	Buy	8,808 +5,322	+153%	+$89.8K	0.04%	147
2021 Q1	$141	Sell	3,486 -5,322	-60%	-$83.4K	0.04%	149
2020 Q4	$134K	Hold	8,808	–	–	0.04%	147
2020 Q3	$118K	Hold	8,808	–	–	0.04%	145
2020 Q2	$109K	Hold	8,808	–	–	0.04%	154
2020 Q1	$90K	Hold	8,808	–	–	0.04%	163
2019 Q4	$113K	Buy	+8,808	New	+$108K	0.05%	164

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 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

Sugarloaf Wealth Management's SCHX Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q4 2024 at 8,808 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #161.

Sugarloaf Wealth Management first reported a position in SCHX in Q4 2019 and has held it in 21 quarters since. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

Sugarloaf Wealth Management held 8,808 shares of Schwab US Large- Cap ETF worth $204K as of Q4 2024.
Sugarloaf Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q4 2024.
Schwab US Large- Cap ETF made up 0.04% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #161 holding.
Sugarloaf Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 21 quarters since.
1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.