25 LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

25 LLC’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
2026 Q3	$301K	Buy	10,017 +80	+0.8%	+$2.4K	0.08%	59
2026 Q2	$292K	Buy	9,937 +97	+1%	+$2.77K	0.08%	63
2026 Q1	$252K	Buy	9,840 +264	+3%	+$7.08K	0.08%	60
2025 Q4	$258K	Buy	9,576 +746	+8%	+$19.9K	0.08%	60
2025 Q3	$233K	Buy	8,830 +231	+3%	+$5.87K	0.08%	62
2025 Q2	$210K	Buy	+8,599	New	+$194K	0.08%	61
2024 Q1	–	Sell	-22,053	Closed	-$415K	–	52
2023 Q4	$415K	Buy	+22,053	New	+$387K	0.21%	32
2023 Q3	–	Sell	-20,040	Closed	-$356K	–	460
2023 Q2	$356K	Buy	20,040 +1,329	+7%	+$21.9K	0.2%	32
2023 Q1	$304K	Buy	+18,711	New	+$294K	0.19%	32

Other funds holding SCHX

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

25 LLC's SCHX Position: Q3 2026 in Review

25 LLC increased its Schwab US Large- Cap ETF (SCHX) stake by 0.81% in Q3 2026, buying an estimated $2.4K and bringing the position to 10,017 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #59.

25 LLC first reported a position in SCHX in Q1 2023 and has held it in 9 quarters since. The position peaked at $415K in Q4 2023. 910 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

25 LLC held 10,017 shares of Schwab US Large- Cap ETF worth $301K as of Q3 2026.
25 LLC bought 80 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $2.4K.
Schwab US Large- Cap ETF made up 0.08% of 25 LLC's portfolio in Q3 2026, its #59 holding.
25 LLC first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 9 quarters since.
25 LLC's Schwab US Large- Cap ETF position peaked at $415K in Q4 2023.
910 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on 25 LLC's 13F filing for Q3 2026, filed 13 Oct 2026.