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1620 Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

1620 Investment Advisors’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
2025
Q2 		– Sell
-444
Closed -$9.8K – 708
2025
Q1 		$9.8K Hold
444
– – 0.01% 450
2024
Q4 		$10.3K Hold
444
– – 0.01% 451
2024
Q3 		$10K Hold
444
– – 0.01% 468
2024
Q2 		$9.51K Buy
+444
New +$9.18K 0.01% 456

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

1620 Investment Advisors's SCHX Position: Q2 2025 in Review

1620 Investment Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2025, closing a stake of 444 shares — an estimated $9.8K sold.

1620 Investment Advisors first reported a position in SCHX in Q2 2024 and held it in 4 quarters. The position peaked at $10.3K in Q4 2024. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

  • 1620 Investment Advisors reported no remaining Schwab US Large- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • 1620 Investment Advisors sold 444 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $9.8K.
  • 1620 Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2024 and held it in 4 quarters.
  • 1620 Investment Advisors's Schwab US Large- Cap ETF position peaked at $10.3K in Q4 2024.
  • 1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on 1620 Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.