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WoodTrust Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

WoodTrust Financial’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
-21,600
Closed -$463K – 190
2024
Q2 		$463K Buy
+21,600
New +$446K 0.07% 118
2024
Q1 		– Sell
-35,280
Closed -$663K – 180
2023
Q4 		$663K Buy
35,280
+13,680
+63% +$240K 0.11% 95
2023
Q3 		$364K Buy
+21,600
New +$379K 0.07% 116

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

WoodTrust Financial's SCHX Position: Q3 2024 in Review

WoodTrust Financial sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2024, closing a stake of 21,600 shares — an estimated $463K sold.

WoodTrust Financial first reported a position in SCHX in Q3 2023 and held it in 3 quarters. The position peaked at $663K in Q4 2023. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

  • WoodTrust Financial reported no remaining Schwab US Large- Cap ETF position as of Q3 2024 after selling out during the quarter.
  • WoodTrust Financial sold 21,600 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $463K.
  • WoodTrust Financial first reported a position in Schwab US Large- Cap ETF in Q3 2023 and held it in 3 quarters.
  • WoodTrust Financial's Schwab US Large- Cap ETF position peaked at $663K in Q4 2023.
  • 1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on WoodTrust Financial's 13F filing for Q3 2024, filed 31 Oct 2024.