Abich Financial Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Abich Financial Wealth Management’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 Q3	$3.61K	Buy	+137	New	+$3.48K	﹤0.01%	531
2024 Q3	–	Sell	-72	Closed	-$1.54K	–	770
2024 Q2	$1.54K	Hold	72	–	–	﹤0.01%	529
2024 Q1	$1.49K	Hold	72	–	–	﹤0.01%	388
2023 Q4	$1.35K	Buy	+72	New	+$1.26K	﹤0.01%	354

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 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

Abich Financial Wealth Management's SCHX Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2025: 137 shares worth $3.61K. The stake represents ﹤0.01% of the portfolio and ranks #531 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in SCHX as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in SCHX in Q4 2023 and has held it in 4 quarters since. 1,440 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

Abich Financial Wealth Management held 137 shares of Schwab US Large- Cap ETF worth $3.61K as of Q3 2025.
Schwab US Large- Cap ETF was a new Abich Financial Wealth Management position in Q3 2025.
Schwab US Large- Cap ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #531 holding.
Abich Financial Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 4 quarters since.
1,440 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.