1834 Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

1834 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 Q1	–	Sell	-21,792	Closed	-$505K	–	220
2024 Q4	$505K	Buy	21,792 +222	+1%	+$5.17K	0.06%	158
2024 Q3	$488K	Hold	21,570	–	–	0.06%	164
2024 Q2	$462K	Hold	21,570	–	–	0.06%	172
2024 Q1	$446K	Hold	21,570	–	–	0.05%	172
2023 Q4	$406K	Hold	21,570	–	–	0.05%	181
2023 Q3	$364K	Sell	21,570 -996	-4%	-$17.5K	0.05%	184
2023 Q2	$394K	Hold	22,566	–	–	0.05%	187
2023 Q1	$364K	Buy	22,566 +3,756	+20%	+$59.1K	0.04%	190
2022 Q4	$283K	Buy	+18,810	New	+$285K	0.04%	161
2019 Q2	–	Sell	-2,406	Closed	-$27K	–	455
2019 Q1	$27K	Buy	+2,406	New	+$26.1K	﹤0.01%	315

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

1834 Investment Advisors's SCHX Position: Q1 2025 in Review

1834 Investment Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 21,792 shares — an estimated $505K sold.

1834 Investment Advisors first reported a position in SCHX in Q1 2019 and held it in 10 quarters. The position peaked at $505K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

1834 Investment Advisors reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
1834 Investment Advisors sold 21,792 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $505K.
1834 Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2019 and held it in 10 quarters.
1834 Investment Advisors's Schwab US Large- Cap ETF position peaked at $505K in Q4 2024.
1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on 1834 Investment Advisors's 13F filing for Q1 2025, filed 9 May 2025.