AAS
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Asset Allocation Strategies’s Schwab US Large- Cap ETF SCHX Stock Holding History

Asset Allocation Strategies’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
2026
Q1 		$22.5M Buy
877,990
+29,093
+3% +$780K 4% 4
2025
Q4 		$22.8M Buy
848,897
+37,945
+5% +$1.01M 4.23% 3
2025
Q3 		$21.4M Buy
810,952
+61,503
+8% +$1.56M 4.23% 2
2025
Q2 		$18.3M Buy
749,449
+80,025
+12% +$1.81M 4.05% 4
2025
Q1 		$14.8M Buy
669,424
+54,766
+9% +$1.27M 3.68% 5
2024
Q4 		$14.7M Buy
614,658
+305,967
+99% +$7.13M 3.54% 4
2024
Q3 		$6.98M Buy
308,691
+252,600
+450% +$5.5M 1.99% 18
2024
Q2 		$1.2M Buy
+56,091
New +$1.16M 0.4% 43

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
HSA
HBK Sorce Advisory Erie, Pennsylvania $4.9B 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return