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Woodmont Investment Counsel’s Schwab US Large- Cap ETF SCHX Stock Holding History

Woodmont Investment Counsel’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
Q2 		– Sell
-153
Closed -$3.17K – 337
2024
Q1 		$3.17K Buy
+153
New +$3.01K ﹤0.01% 356

Other funds holding SCHX

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
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 $5.27B 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Woodmont Investment Counsel's SCHX Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2024, closing a stake of 153 shares — an estimated $3.17K sold.

Woodmont Investment Counsel first reported a position in SCHX in Q1 2024 and held it in 1 quarter. The position peaked at $3.17K in Q1 2024. 1,220 funds tracked by Wall St. Rank hold SCHX as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining Schwab US Large- Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 153 Schwab US Large- Cap ETF shares in Q2 2024, an estimated $3.17K.
  • Woodmont Investment Counsel first reported a position in Schwab US Large- Cap ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's Schwab US Large- Cap ETF position peaked at $3.17K in Q1 2024.
  • 1,220 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.