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Addison Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Addison Advisors’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
Q4 		– Sell
-5,046
Closed -$133K – 933
2025
Q3 		$133K Buy
+5,046
New +$128K 0.03% 278
2024
Q1 		– Sell
-903
Closed -$17K – 735
2023
Q4 		$17K Buy
903
+834
+1,209% +$14.6K 0.01% 462
2023
Q3 		$1.16K Buy
69
+21
+44% +$368 ﹤0.01% 611
2023
Q2 		$838 Sell
48
-150
-76% -$2.48K ﹤0.01% 585
2023
Q1 		$3.19K Hold
198
– – ﹤0.01% 534
2022
Q4 		$2.98K Buy
+198
New +$3K ﹤0.01% 537
2022
Q2 		– Sell
-192
Closed -$3K – 760
2022
Q1 		$3K Buy
+192
New +$3.4K ﹤0.01% 565

Other funds holding SCHX

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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 $4.9B AUM 16.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return