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A&I Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

A&I Financial Services’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
-9,924
Closed -$230K – 78
2024
Q4 		$230K Buy
+9,924
New +$231K 0.22% 63

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A&I Financial Services's SCHX Position: Q1 2025 in Review

A&I Financial Services sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 9,924 shares — an estimated $230K sold.

A&I Financial Services first reported a position in SCHX in Q4 2024 and held it in 1 quarter. The position peaked at $230K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • A&I Financial Services reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • A&I Financial Services sold 9,924 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $230K.
  • A&I Financial Services first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 1 quarter.
  • A&I Financial Services's Schwab US Large- Cap ETF position peaked at $230K in Q4 2024.
  • 1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on A&I Financial Services's 13F filing for Q1 2025, filed 1 May 2025.