Zimmermann Investment Management & Planning’s Schwab US Large- Cap ETF SCHX Stock Holding History

Zimmermann Investment Management & Planning’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	-98,985	Closed	-$2.24M	–	113
2024 Q3	$2.24M	Sell	98,985 -483	-0.5%	-$10.5K	0.69%	37
2024 Q2	$2.13M	Sell	99,468 -8,670	-8%	-$179K	0.71%	38
2024 Q1	$2.24M	Sell	108,138 -7,095	-6%	-$140K	0.81%	36
2023 Q4	$2.17M	Sell	115,233 -1,425	-1%	-$25K	0.89%	35
2023 Q3	$1.97M	Sell	116,658 -4,983	-4%	-$87.4K	0.94%	33
2023 Q2	$2.12M	Buy	121,641 +57,303	+89%	+$946K	0.99%	35
2023 Q1	$1.04M	Buy	64,338 +4,215	+7%	+$66.3K	0.54%	43
2022 Q4	$905K	Sell	60,123 -31,356	-34%	-$475K	0.52%	38
2022 Q3	$1.29M	Sell	91,479 -5,013	-5%	-$78.7K	0.8%	30
2022 Q2	$1.44M	Buy	+96,492	New	+$1.56M	0.98%	31

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Zimmermann Investment Management & Planning's SCHX Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2024, closing a stake of 98,985 shares — an estimated $2.24M sold.

Zimmermann Investment Management & Planning first reported a position in SCHX in Q2 2022 and held it in 10 quarters. The position peaked at $2.24M in Q3 2024. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining Schwab US Large- Cap ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 98,985 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $2.24M.
Zimmermann Investment Management & Planning first reported a position in Schwab US Large- Cap ETF in Q2 2022 and held it in 10 quarters.
Zimmermann Investment Management & Planning's Schwab US Large- Cap ETF position peaked at $2.24M in Q3 2024.
1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.