AHL Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

AHL Investment 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	$459K	Hold	17,440	–	–	0.31%	50
2025 Q2	$426K	Sell	17,440 -3,200	-16%	-$72.3K	0.28%	49
2025 Q1	$456K	Hold	20,640	–	–	0.31%	50
2024 Q4	$478K	Hold	20,640	–	–	0.33%	50
2024 Q3	$467K	Hold	20,640	–	–	0.32%	50
2024 Q2	$442K	Hold	20,640	–	–	0.32%	50
2024 Q1	$427K	Hold	20,640	–	–	0.33%	48
2023 Q4	$388K	Hold	20,640	–	–	0.32%	47
2023 Q3	$348K	Hold	20,640	–	–	0.31%	49
2023 Q2	$360K	Hold	20,640	–	–	0.32%	48
2023 Q1	$333K	Hold	20,640	–	–	0.31%	50
2022 Q4	$311K	Hold	20,640	–	–	0.29%	51
2022 Q3	$291K	Hold	20,640	–	–	0.3%	47
2022 Q2	$307K	Sell	20,640 -108	-0.5%	-$1.75K	0.31%	48
2022 Q1	$372K	Hold	20,748	–	–	0.34%	47
2021 Q4	$394K	Buy	+20,748	New	+$383K	0.36%	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

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 Oaks, Pennsylvania $108B AUM 26.14% 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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AHL Investment Management's SCHX Position: Q3 2025 in Review

AHL Investment Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2025 at 17,440 shares worth $459K. The position accounts for 0.31% of the portfolio, ranked #50.

AHL Investment Management first reported a position in SCHX in Q4 2021 and has held it in 16 quarters since. The position peaked at $478K in Q4 2024. 1,440 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

AHL Investment Management held 17,440 shares of Schwab US Large- Cap ETF worth $459K as of Q3 2025.
AHL Investment Management left its Schwab US Large- Cap ETF share count unchanged in Q3 2025.
Schwab US Large- Cap ETF made up 0.31% of AHL Investment Management's portfolio in Q3 2025, its #50 holding.
AHL Investment Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 16 quarters since.
AHL Investment Management's Schwab US Large- Cap ETF position peaked at $478K in Q4 2024.
1,440 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.