Apeiron RIA’s Schwab US Large- Cap ETF SCHX Stock Holding History

Apeiron RIA’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	–	Sell	-32,170	Closed	-$746K	–	215
2024 Q4	$746K	Buy	32,170 +16	+0%	+$373	0.21%	85
2024 Q3	$727K	Buy	32,154 +4,512	+16%	+$98.3K	0.21%	81
2024 Q2	$592K	Sell	27,642 -3,204	-10%	-$66.2K	0.18%	102
2024 Q1	$638K	Sell	30,846 -90	-0.3%	-$1.77K	0.18%	94
2023 Q4	$582K	Buy	+30,936	New	+$543K	0.18%	95
2022 Q3	–	Sell	-10,848	Closed	-$1.61K	–	206
2022 Q2	$1.61K	Buy	+10,848	New	+$176K	0.45%	22
2022 Q1	–	Sell	-10,848	Closed	-$206K	–	177
2021 Q4	$206K	Buy	+10,848	New	+$200K	0.08%	163

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

Apeiron RIA's SCHX Position: Q1 2025 in Review

Apeiron RIA sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 32,170 shares — an estimated $746K sold.

Apeiron RIA first reported a position in SCHX in Q4 2021 and held it in 7 quarters. The position peaked at $746K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

Apeiron RIA reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
Apeiron RIA sold 32,170 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $746K.
Apeiron RIA first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 7 quarters.
Apeiron RIA's Schwab US Large- Cap ETF position peaked at $746K in Q4 2024.
1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Apeiron RIA's 13F filing for Q1 2025, filed 29 May 2025.