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Adero Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Adero Partners’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 		$1.46M Sell
66,265
-87
-0.1% -$2.02K 0.1% 70
2024
Q4 		$1.54M Buy
66,352
+442
+0.7% +$10.3K 0.1% 70
2024
Q3 		$1.49M Buy
65,910
+18
+0% +$392 0.1% 68
2024
Q2 		$1.41M Sell
65,892
-843
-1% -$17.4K 0.1% 70
2024
Q1 		$1.38M Sell
66,735
-1,206
-2% -$23.7K 0.1% 71
2023
Q4 		$1.28M Buy
67,941
+1,701
+3% +$29.9K 0.11% 69
2023
Q3 		$1.12M Buy
66,240
+2,460
+4% +$43.2K 0.11% 69
2023
Q2 		$1.11M Buy
63,780
+9
+0% +$149 0.11% 67
2023
Q1 		$1.03M Buy
63,771
+12
+0% +$189 0.11% 68
2022
Q4 		$960K Buy
63,759
+12
+0% +$182 0.12% 68
2022
Q3 		$951K Buy
63,747
+12
+0% +$188 0.12% 66
2022
Q2 		$953K Sell
63,735
-30,162
-32% -$489K 0.14% 66
2022
Q1 		$1.69M Buy
93,897
+93
+0.1% +$1.65K 0.25% 46
2021
Q4 		$1.78M Buy
93,804
+30,096
+47% +$556K 0.29% 48
2021
Q3 		$1.1M Buy
63,708
+612
+1% +$10.9K 0.2% 55
2021
Q2 		$1.09M Buy
63,096
+6
+0% +$101 0.25% 47
2021
Q1 		$1.01M Buy
63,090
+2,178
+4% +$34.1K 0.45% 41
2020
Q4 		$923K Sell
60,912
-8,796
-13% -$126K 0.79% 27
2020
Q3 		$937K Sell
69,708
-2,388
-3% -$31.7K 0.75% 30
2020
Q2 		$890K Sell
72,096
-36
-0% -$420 0.92% 26
2020
Q1 		$736K Buy
72,132
+2,184
+3% +$26.5K 1.22% 22
2019
Q4 		$895K Buy
+69,948
New +$857K 1% 24

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
SEI Investments
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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Adero Partners's SCHX Position: Q1 2025 in Review

Adero Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.13% in Q1 2025, selling an estimated $2.02K and leaving 66,265 shares worth $1.46M. The position accounts for 0.1% of the portfolio, ranked #70.

Adero Partners first reported a position in SCHX in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.78M in Q4 2021. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • Adero Partners held 66,265 shares of Schwab US Large- Cap ETF worth $1.46M as of Q1 2025.
  • Adero Partners sold 87 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $2.02K.
  • Schwab US Large- Cap ETF made up 0.1% of Adero Partners's portfolio in Q1 2025, its #70 holding.
  • Adero Partners first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 22 quarters since.
  • Adero Partners's Schwab US Large- Cap ETF position peaked at $1.78M in Q4 2021.
  • 1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.