Austin Private Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Austin Private Wealth’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 Q4	$204K	Sell	7,584 -369	-5%	-$9.85K	0.02%	274
2025 Q3	$209K	Sell	7,953 -247	-3%	-$6.27K	0.02%	285
2025 Q2	$200K	Buy	+8,200	New	+$185K	0.02%	285
2025 Q1	–	Sell	-31,685	Closed	-$734K	–	315
2024 Q4	$734K	Sell	31,685 -1,399	-4%	-$32.6K	0.07%	115
2024 Q3	$748K	Buy	33,084 +2,757	+9%	+$60.1K	0.07%	104
2024 Q2	$650K	Buy	30,327 +5,061	+20%	+$105K	0.07%	99
2024 Q1	$519K	Buy	25,266 +204	+0.8%	+$4.02K	0.06%	120
2023 Q4	$471K	Sell	25,062 -114	-0.5%	-$2K	0.06%	112
2023 Q3	$425K	Buy	25,176 +2,712	+12%	+$47.6K	0.06%	101
2023 Q2	$392K	Sell	22,464 -813	-3%	-$13.4K	0.06%	107
2023 Q1	$375K	Sell	23,277 -777	-3%	-$12.2K	0.06%	104
2022 Q4	$362K	Buy	24,054 +1,590	+7%	+$24.1K	0.06%	103
2022 Q3	$317K	Sell	22,464 -4,728	-17%	-$74.2K	0.07%	92
2022 Q2	$405K	Sell	27,192 -9,018	-25%	-$146K	0.09%	78
2022 Q1	$650K	Buy	+36,210	New	+$641K	0.13%	62

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Austin Private Wealth's SCHX Position: Q4 2025 in Review

Austin Private Wealth reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.6% in Q4 2025, selling an estimated $9.85K and leaving 7,584 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #274.

Austin Private Wealth first reported a position in SCHX in Q1 2022 and has held it in 15 quarters since. The position peaked at $748K in Q3 2024. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Austin Private Wealth held 7,584 shares of Schwab US Large- Cap ETF worth $204K as of Q4 2025.
Austin Private Wealth sold 369 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $9.85K.
Schwab US Large- Cap ETF made up 0.02% of Austin Private Wealth's portfolio in Q4 2025, its #274 holding.
Austin Private Wealth first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 15 quarters since.
Austin Private Wealth's Schwab US Large- Cap ETF position peaked at $748K in Q3 2024.
1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.