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

AlphaQ 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 Q1	$485K	Sell	21,954 -600	-3%	-$14K	1.16%	26
2024 Q4	$523K	Sell	22,554 -600	-3%	-$14K	1.43%	22
2024 Q3	$524K	Sell	23,154 -780	-3%	-$17K	1.45%	20
2024 Q2	$513K	Sell	23,934 -4,074	-15%	-$84.2K	1.49%	24
2024 Q1	$579K	Sell	28,008 -1,275	-4%	-$25.1K	0.35%	69
2023 Q4	$551K	Sell	29,283 -19,830	-40%	-$348K	0.38%	58
2023 Q3	$828K	Sell	49,113 -5,238	-10%	-$91.9K	0.72%	35
2023 Q2	$949K	Sell	54,351 -699	-1%	-$11.5K	0.7%	38
2023 Q1	$888K	Sell	55,050 -52,734	-49%	-$830K	0.75%	36
2022 Q4	$1.62M	Buy	+107,784	New	+$1.63M	1.4%	18

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

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

AlphaQ Advisors's SCHX Position: Q1 2025 in Review

AlphaQ Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.7% in Q1 2025, selling an estimated $14K and leaving 21,954 shares worth $485K. The position accounts for 1.16% of the portfolio, ranked #26.

AlphaQ Advisors first reported a position in SCHX in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.62M in Q4 2022. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

AlphaQ Advisors held 21,954 shares of Schwab US Large- Cap ETF worth $485K as of Q1 2025.
AlphaQ Advisors sold 600 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $14K.
Schwab US Large- Cap ETF made up 1.16% of AlphaQ Advisors's portfolio in Q1 2025, its #26 holding.
AlphaQ Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 10 quarters since.
AlphaQ Advisors's Schwab US Large- Cap ETF position peaked at $1.62M in Q4 2022.
1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on AlphaQ Advisors's 13F filing for Q1 2025, filed 15 May 2025.