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

ACAS 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
2025 Q2	$446K	Sell	17,468 -346	-2%	-$7.82K	0.3%	62
2025 Q1	$393K	Buy	17,814 +2,955	+20%	+$68.8K	0.3%	57
2024 Q4	$356K	Buy	14,859 +741	+5%	+$17.3K	0.26%	64
2024 Q3	$319K	Sell	14,118 -297	-2%	-$6.47K	0.26%	61
2024 Q2	$313K	Sell	14,415 -2,436	-14%	-$50.3K	0.27%	60
2024 Q1	$349K	Sell	16,851 -693	-4%	-$13.6K	0.34%	54
2023 Q4	$330K	Buy	17,544 +3	+0%	+$53	0.38%	53
2023 Q3	$296K	Sell	17,541 -684	-4%	-$12K	0.37%	55
2023 Q2	$318K	Buy	18,225 +6	+0%	+$99	0.43%	50
2023 Q1	$294K	Buy	18,219 +3	+0%	+$47	0.42%	56
2022 Q4	$274K	Buy	+18,216	New	+$276K	0.42%	59
2022 Q2	$302K	Sell	18,588 -423	-2%	-$6.85K	0.45%	46
2022 Q1	$341K	Sell	19,011 -111	-0.6%	-$1.97K	0.46%	47
2021 Q4	$363K	Hold	19,122	–	–	0.47%	47
2021 Q3	$331K	Sell	19,122 -822	-4%	-$14.7K	0.46%	51
2021 Q2	$346K	Sell	19,944 -150	-0.7%	-$2.53K	0.49%	48
2021 Q1	$322K	Buy	+20,094	New	+$315K	0.5%	49

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

ACAS LLC's SCHX Position: Q2 2025 in Review

ACAS LLC reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.9% in Q2 2025, selling an estimated $7.82K and leaving 17,468 shares worth $446K. The position accounts for 0.3% of the portfolio, ranked #62.

ACAS LLC first reported a position in SCHX in Q1 2021 and has held it in 17 quarters since. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

ACAS LLC held 17,468 shares of Schwab US Large- Cap ETF worth $446K as of Q2 2025.
ACAS LLC sold 346 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $7.82K.
Schwab US Large- Cap ETF made up 0.3% of ACAS LLC's portfolio in Q2 2025, its #62 holding.
ACAS LLC first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 17 quarters since.
1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on ACAS LLC's 13F filing for Q2 2025, filed 14 Aug 2025.