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Annex Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Annex Advisory 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
-8,220
Closed -$201K – 341
2025
Q2 		$201K Buy
+8,220
New +$186K ﹤0.01% 311

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Northwestern Mutual Wealth Management
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SFG
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Annex Advisory Services's SCHX Position: Q3 2025 in Review

Annex Advisory Services sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 8,220 shares — an estimated $201K sold.

Annex Advisory Services first reported a position in SCHX in Q2 2025 and held it in 1 quarter. The position peaked at $201K in Q2 2025. 1,445 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • Annex Advisory Services reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Annex Advisory Services sold 8,220 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $201K.
  • Annex Advisory Services first reported a position in Schwab US Large- Cap ETF in Q2 2025 and held it in 1 quarter.
  • Annex Advisory Services's Schwab US Large- Cap ETF position peaked at $201K in Q2 2025.
  • 1,445 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Annex Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.