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Apex Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Apex Wealth Management’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
Q2 		– Sell
-133,786
Closed -$2.95M – 61
2025
Q1 		$2.95M Sell
133,786
-12,116
-8% -$282K 2.66% 13
2024
Q4 		$3.38M Buy
+145,902
New +$3.4M 2.92% 11

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Apex Wealth Management's SCHX Position: Q2 2025 in Review

Apex Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2025, closing a stake of 133,786 shares — an estimated $2.95M sold.

Apex Wealth Management first reported a position in SCHX in Q4 2024 and held it in 2 quarters. The position peaked at $3.38M in Q4 2024. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

  • Apex Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Apex Wealth Management sold 133,786 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $2.95M.
  • Apex Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 2 quarters.
  • Apex Wealth Management's Schwab US Large- Cap ETF position peaked at $3.38M in Q4 2024.
  • 1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Apex Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.