AWMM
SCHX icon

Aegis Wealth Management (Maryland)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Aegis Wealth Management (Maryland)’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 		– Sell
-11,016
Closed -$255K – 124
2024
Q4 		$255K Buy
+11,016
New +$257K 0.17% 97

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 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 $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s SCHX Position: Q1 2025 in Review

Aegis Wealth Management (Maryland) sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 11,016 shares — an estimated $255K sold.

Aegis Wealth Management (Maryland) first reported a position in SCHX in Q4 2024 and held it in 1 quarter. The position peaked at $255K in Q4 2024. 1,354 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • Aegis Wealth Management (Maryland) reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Aegis Wealth Management (Maryland) sold 11,016 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $255K.
  • Aegis Wealth Management (Maryland) first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 1 quarter.
  • Aegis Wealth Management (Maryland)'s Schwab US Large- Cap ETF position peaked at $255K in Q4 2024.
  • 1,354 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q1 2025, filed 8 May 2025.