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Wilbanks Smith & Thomas Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wilbanks Smith & Thomas Asset 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
Q1 		$1.28M Sell
61,710
-549
-0.9% -$10.8K 0.04% 200
2023
Q4 		$1.17M Sell
62,259
-3,018
-5% -$53K 0.04% 207
2023
Q3 		$1.1M Sell
65,277
-1,209
-2% -$21.2K 0.04% 214
2023
Q2 		$1.16M Buy
66,486
+2,949
+5% +$48.7K 0.04% 206
2023
Q1 		$1.02M Buy
63,537
+1,188
+2% +$18.7K 0.04% 213
2022
Q4 		$938K Buy
62,349
+1,704
+3% +$25.8K 0.04% 222
2022
Q3 		$856K Sell
60,645
-84
-0.1% -$1.32K 0.04% 232
2022
Q2 		$904K Buy
60,729
+25,260
+71% +$409K 0.04% 227
2022
Q1 		$585K Sell
35,469
-24,261
-41% -$429K 0.02% 283
2021
Q4 		$1.13M Sell
59,730
-126
-0.2% -$2.33K 0.04% 227
2021
Q3 		$1.04M Sell
59,856
-1,266
-2% -$22.6K 0.04% 223
2021
Q2 		$1.06M Sell
61,122
-168
-0.3% -$2.83K 0.04% 221
2021
Q1 		$981K Sell
61,290
-5,394
-8% -$84.5K 0.04% 213
2020
Q4 		$1.01M Buy
66,684
+1,422
+2% +$20.3K 0.05% 194
2020
Q3 		$877K Buy
65,262
+834
+1% +$11.1K 0.05% 183
2020
Q2 		$796K Buy
64,428
+1,932
+3% +$22.5K 0.05% 181
2020
Q1 		$639K Sell
62,496
-906
-1% -$11K 0.05% 193
2019
Q4 		$812K Buy
63,402
+1,248
+2% +$15.3K 0.05% 190
2019
Q3 		$735K Buy
62,154
+2,508
+4% +$29.6K 0.05% 187
2019
Q2 		$698K Buy
59,646
+4,062
+7% +$46.7K 0.04% 193
2019
Q1 		$626K Sell
55,584
-108
-0.2% -$1.17K 0.04% 212
2018
Q4 		$554K Buy
55,692
+30,804
+124% +$331K 0.04% 195
2018
Q3 		$289K Buy
24,888
+618
+3% +$7.03K 0.02% 310
2018
Q2 		$263K Buy
24,270
+1,428
+6% +$15.4K 0.02% 292
2018
Q1 		$240K Buy
+22,842
New +$248K 0.02% 301
2016
Q1 		– Sell
-29,640
Closed -$240K – 298
2015
Q4 		$240K Hold
29,640
– – 0.02% 240
2015
Q3 		$226K Sell
29,640
-840
-3% -$6.79K 0.03% 237
2015
Q2 		$251K Sell
30,480
-150
-0.5% -$1.26K 0.02% 260
2015
Q1 		$253K Sell
30,630
-99,810
-77% -$822K 0.02% 260
2014
Q4 		$1.07M Sell
130,440
-29,730
-19% -$238K 0.11% 120
2014
Q3 		$1.25M Buy
160,170
+39,360
+33% +$310K 0.14% 103
2014
Q2 		$943K Sell
120,810
-20,460
-14% -$155K 0.1% 120
2014
Q1 		$1.05M Sell
141,270
-58,590
-29% -$429K 0.12% 109
2013
Q4 		$1.47M Sell
199,860
-33,060
-14% -$233K 0.17% 88
2013
Q3 		$1.56M Sell
232,920
-77,580
-25% -$517K 0.21% 81
2013
Q2 		$1.98M Buy
+310,500
New +$1.99M 0.3% 59

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $5.27B AUM 19.34% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SCHX Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.88% in Q1 2024, selling an estimated $10.8K and leaving 61,710 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #200.

Wilbanks Smith & Thomas Asset Management first reported a position in SCHX in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.98M in Q2 2013. 1,191 funds tracked by Wall St. Rank hold SCHX as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 61,710 shares of Schwab US Large- Cap ETF worth $1.28M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 549 Schwab US Large- Cap ETF shares in Q1 2024, an estimated $10.8K.
  • Schwab US Large- Cap ETF made up 0.04% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #200 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 36 quarters since.
  • Wilbanks Smith & Thomas Asset Management's Schwab US Large- Cap ETF position peaked at $1.98M in Q2 2013.
  • 1,191 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.