Analyst IMS Investment Management Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Analyst IMS Investment Management Services’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	–	Sell	-12,600	Closed	-$308K	–	128
2025 Q2	$308K	Hold	12,600	–	–	0.01%	122
2025 Q1	$278K	Hold	12,600	–	–	0.01%	125
2024 Q4	$292K	Hold	12,600	–	–	0.01%	118
2024 Q3	$285K	Hold	12,600	–	–	0.01%	125
2024 Q2	$270K	Hold	12,600	–	–	0.01%	117
2024 Q1	$261K	Hold	12,600	–	–	0.01%	106
2023 Q4	$237K	Hold	12,600	–	–	0.01%	104
2023 Q3	$213K	Hold	12,600	–	–	0.01%	100
2023 Q2	$218K	Hold	12,600	–	–	0.01%	96
2023 Q1	$200K	Buy	+12,600	New	+$198K	0.02%	93
2022 Q2	–	Sell	-12,600	Closed	-$226K	–	104
2022 Q1	$226K	Hold	12,600	–	–	0.02%	98
2021 Q4	$240K	Hold	12,600	–	–	0.02%	101
2021 Q3	$218K	Hold	12,600	–	–	0.03%	97
2021 Q2	$218K	Hold	12,600	–	–	0.03%	97
2021 Q1	$202K	Buy	+12,600	New	+$197K	0.03%	95
2018 Q4	–	Sell	-12,600	Closed	-$146K	–	152
2018 Q3	$146K	Buy	+12,600	New	+$143K	0.02%	110

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $82.7B AUM 28.53% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Analyst IMS Investment Management Services's SCHX Position: Q3 2025 in Review

Analyst IMS Investment Management Services sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 12,600 shares — an estimated $308K sold.

Analyst IMS Investment Management Services first reported a position in SCHX in Q3 2018 and held it in 16 quarters. The position peaked at $308K in Q2 2025. 1,445 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

Analyst IMS Investment Management Services reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
Analyst IMS Investment Management Services sold 12,600 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $308K.
Analyst IMS Investment Management Services first reported a position in Schwab US Large- Cap ETF in Q3 2018 and held it in 16 quarters.
Analyst IMS Investment Management Services's Schwab US Large- Cap ETF position peaked at $308K in Q2 2025.
1,445 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Analyst IMS Investment Management Services's 13F filing for Q3 2025, filed 20 Oct 2025.