Alpha Cubed Investments’s Schwab US Large- Cap ETF SCHX Stock Holding History

Alpha Cubed Investments’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	$273K	Sell	10,152 -2,516	-20%	-$67.2K	0.01%	241
2025 Q3	$334K	Sell	12,668 -447	-3%	-$11.4K	0.01%	219
2025 Q2	$321K	Buy	13,115 +2,214	+20%	+$50.1K	0.01%	225
2025 Q1	$241K	Buy	+10,901	New	+$254K	0.01%	252
2024 Q3	–	Sell	-10,407	Closed	-$223K	–	297
2024 Q2	$223K	Buy	+10,407	New	+$215K	0.01%	253

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 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

Alpha Cubed Investments's SCHX Position: Q4 2025 in Review

Alpha Cubed Investments reduced its Schwab US Large- Cap ETF (SCHX) stake by 20% in Q4 2025, selling an estimated $67.2K and leaving 10,152 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #241.

Alpha Cubed Investments first reported a position in SCHX in Q2 2024 and has held it in 5 quarters since. The position peaked at $334K in Q3 2025. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Alpha Cubed Investments held 10,152 shares of Schwab US Large- Cap ETF worth $273K as of Q4 2025.
Alpha Cubed Investments sold 2,516 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $67.2K.
Schwab US Large- Cap ETF made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #241 holding.
Alpha Cubed Investments first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 5 quarters since.
Alpha Cubed Investments's Schwab US Large- Cap ETF position peaked at $334K in Q3 2025.
1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.