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

Accredited 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 		$53.5K Sell
500
-1,531
-75% -$38.9K 0.04% 135
2025
Q2 		$49.6K Hold
2,031
– – 0.04% 136
2025
Q1 		$44.8K Hold
2,031
– – 0.04% 131
2024
Q4 		$47.1K Buy
+2,031
New +$47.3K 0.04% 142

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Accredited Wealth Management's SCHX Position: Q3 2025 in Review

Accredited Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 75% in Q3 2025, selling an estimated $38.9K and leaving 500 shares worth $53.5K. The position accounts for 0.04% of the portfolio, ranked #135.

Accredited Wealth Management first reported a position in SCHX in Q4 2024 and has held it in 4 quarters since. 1,440 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • Accredited Wealth Management held 500 shares of Schwab US Large- Cap ETF worth $53.5K as of Q3 2025.
  • Accredited Wealth Management sold 1,531 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $38.9K.
  • Schwab US Large- Cap ETF made up 0.04% of Accredited Wealth Management's portfolio in Q3 2025, its #135 holding.
  • Accredited Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2024 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 Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.