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VisionPoint Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

VisionPoint Advisory 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
Q3 		– Sell
-21
Closed -$450 – 674
2024
Q2 		$450 Buy
21
+6
+40% +$124 ﹤0.01% 744
2024
Q1 		$310 Buy
+15
New +$295 ﹤0.01% 761

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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HSA
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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
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

VisionPoint Advisory Group's SCHX Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2024, closing a stake of 21 shares — an estimated $450 sold.

VisionPoint Advisory Group first reported a position in SCHX in Q1 2024 and held it in 2 quarters. The position peaked at $450 in Q2 2024. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Schwab US Large- Cap ETF position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 21 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $450.
  • VisionPoint Advisory Group first reported a position in Schwab US Large- Cap ETF in Q1 2024 and held it in 2 quarters.
  • VisionPoint Advisory Group's Schwab US Large- Cap ETF position peaked at $450 in Q2 2024.
  • 1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.