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The Family Firm’s Schwab US Large- Cap ETF SCHX Stock Holding History

The Family Firm’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 		– Sell
-4,962
Closed -$106K – 723
2024
Q2 		$106K Buy
+4,962
New +$103K 0.02% 264

Other funds holding SCHX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $1.81B AUM 22.3% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

The Family Firm's SCHX Position: Q3 2024 in Review

The Family Firm sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2024, closing a stake of 4,962 shares — an estimated $106K sold.

The Family Firm first reported a position in SCHX in Q2 2024 and held it in 1 quarter. The position peaked at $106K in Q2 2024. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

  • The Family Firm reported no remaining Schwab US Large- Cap ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 4,962 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $106K.
  • The Family Firm first reported a position in Schwab US Large- Cap ETF in Q2 2024 and held it in 1 quarter.
  • The Family Firm's Schwab US Large- Cap ETF position peaked at $106K in Q2 2024.
  • 1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.