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

Worth Financial 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
Q4 		– Sell
-14,775
Closed -$334K – 169
2024
Q3 		$334K Buy
14,775
+2,730
+23% +$59.5K 0.2% 109
2024
Q2 		$258K Buy
+12,045
New +$249K 0.17% 124

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

Worth Financial Advisory Group's SCHX Position: Q4 2024 in Review

Worth Financial Advisory Group sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2024, closing a stake of 14,775 shares — an estimated $334K sold.

Worth Financial Advisory Group first reported a position in SCHX in Q2 2024 and held it in 2 quarters. The position peaked at $334K in Q3 2024. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

  • Worth Financial Advisory Group reported no remaining Schwab US Large- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Worth Financial Advisory Group sold 14,775 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $334K.
  • Worth Financial Advisory Group first reported a position in Schwab US Large- Cap ETF in Q2 2024 and held it in 2 quarters.
  • Worth Financial Advisory Group's Schwab US Large- Cap ETF position peaked at $334K in Q3 2024.
  • 1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Worth Financial Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.