S
SCHX icon

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

Sunpointe’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 		– Sell
-11,019
Closed -$249K – 211
2024
Q3 		$249K Hold
11,019
– – 0.2% 127
2024
Q2 		$237K Hold
11,019
– – 0.15% 127
2024
Q1 		$228K Hold
11,019
– – 0.25% 118
2023
Q4 		$207K Buy
+11,019
New +$194K 0.26% 122

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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 $1.54B AUM 16.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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 $666B AUM 30.12% 1-Year Est. Return

Sunpointe's SCHX Position: Q4 2024 in Review

Sunpointe sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2024, closing a stake of 11,019 shares — an estimated $249K sold.

Sunpointe first reported a position in SCHX in Q4 2023 and held it in 4 quarters. The position peaked at $249K in Q3 2024. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

  • Sunpointe reported no remaining Schwab US Large- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Sunpointe sold 11,019 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $249K.
  • Sunpointe first reported a position in Schwab US Large- Cap ETF in Q4 2023 and held it in 4 quarters.
  • Sunpointe's Schwab US Large- Cap ETF position peaked at $249K in Q3 2024.
  • 1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Sunpointe's 13F filing for Q4 2024, filed 3 Feb 2025.