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Wilson & Boucher Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wilson & Boucher Capital 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 		– Sell
-8,442
Closed -$191K – 114
2024
Q3 		$191K Buy
+8,442
New +$184K 0.13% 115
2023
Q3 		– Sell
-8,505
Closed -$148K – 110
2023
Q2 		$148K Buy
+8,505
New +$140K 0.13% 106

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 $1.81B 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
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

Wilson & Boucher Capital Management's SCHX Position: Q4 2024 in Review

Wilson & Boucher Capital Management sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2024, closing a stake of 8,442 shares — an estimated $191K sold.

Wilson & Boucher Capital Management first reported a position in SCHX in Q2 2023 and held it in 2 quarters. The position peaked at $191K in Q3 2024. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

  • Wilson & Boucher Capital Management reported no remaining Schwab US Large- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Wilson & Boucher Capital Management sold 8,442 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $191K.
  • Wilson & Boucher Capital Management first reported a position in Schwab US Large- Cap ETF in Q2 2023 and held it in 2 quarters.
  • Wilson & Boucher Capital Management's Schwab US Large- Cap ETF position peaked at $191K in Q3 2024.
  • 1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Wilson & Boucher Capital Management's 13F filing for Q4 2024, filed 19 Feb 2025.