WWP
SCHX icon

WR Wealth Planners’s Schwab US Large- Cap ETF SCHX Stock Holding History

WR Wealth Planners’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 		$2.79K Hold
120
– – ﹤0.01% 796
2024
Q3 		$2.72K Hold
120
– – ﹤0.01% 845
2024
Q2 		$2.57K Sell
120
-24
-17% -$496 ﹤0.01% 833
2024
Q1 		$2.98K Buy
+144
New +$2.83K ﹤0.01% 810

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

WR Wealth Planners's SCHX Position: Q4 2024 in Review

WR Wealth Planners held its Schwab US Large- Cap ETF (SCHX) position steady in Q4 2024 at 120 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

WR Wealth Planners first reported a position in SCHX in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.98K in Q1 2024. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

  • WR Wealth Planners held 120 shares of Schwab US Large- Cap ETF worth $2.79K as of Q4 2024.
  • WR Wealth Planners left its Schwab US Large- Cap ETF share count unchanged in Q4 2024.
  • Schwab US Large- Cap ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #796 holding.
  • WR Wealth Planners first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Schwab US Large- Cap ETF position peaked at $2.98K in Q1 2024.
  • 1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.