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

Avantax 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
Q2 		$4.62M Sell
189,182
-14,177
-7% -$321K 0.03% 470
2025
Q1 		$4.49M Sell
203,359
-20,661
-9% -$481K 0.03% 446
2024
Q4 		$5.19M Sell
224,020
-32
-0% -$746 0.03% 390
2024
Q3 		$5.07M Buy
224,052
+6,795
+3% +$148K 0.03% 391
2024
Q2 		$4.65M Sell
217,257
-840
-0.4% -$17.4K 0.03% 395
2024
Q1 		$4.51M Sell
218,097
-3,840
-2% -$75.6K 0.04% 325
2023
Q4 		$4.17M Buy
221,937
+42,348
+24% +$744K 0.04% 313
2023
Q3 		$3.03M Sell
179,589
-8,916
-5% -$156K 0.03% 357
2023
Q2 		$3.29M Sell
188,505
-24
-0% -$396 0.04% 333
2023
Q1 		$3.04M Buy
188,529
+1,089
+0.6% +$17.1K 0.04% 347
2022
Q4 		$2.82M Buy
187,440
+1,059
+0.6% +$16K 0.04% 343
2022
Q3 		$2.63M Buy
186,381
+1,050
+0.6% +$16.5K 0.04% 326
2022
Q2 		$2.76M Buy
185,331
+3,969
+2% +$64.3K 0.04% 309
2022
Q1 		$3.26M Buy
181,362
+4,980
+3% +$88.2K 0.04% 285
2021
Q4 		$3.35M Buy
176,382
+151,560
+611% +$2.8M 0.05% 268
2021
Q3 		$430K Buy
24,822
+2,838
+13% +$50.6K 0.01% 771
2021
Q2 		$382K Sell
21,984
-18,654
-46% -$315K 0.01% 800
2021
Q1 		$652K Sell
40,638
-216,168
-84% -$3.39M 0.01% 538
2020
Q4 		$3.89M Sell
256,806
-25,374
-9% -$363K 0.09% 161
2020
Q3 		$3.79M Buy
282,180
+26,298
+10% +$349K 0.06% 243
2020
Q2 		$3.16M Buy
255,882
+229,308
+863% +$2.67M 0.09% 160
2020
Q1 		$269K Sell
26,574
-203,940
-88% -$2.48M 0.01% 616
2019
Q4 		$2.95M Buy
+230,514
New +$2.83M 0.07% 162

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 $1.81B AUM 22.3% 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

Avantax Advisory Services's SCHX Position: Q2 2025 in Review

Avantax Advisory Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 7% in Q2 2025, selling an estimated $321K and leaving 189,182 shares worth $4.62M. The position accounts for 0.03% of the portfolio, ranked #470.

Avantax Advisory Services first reported a position in SCHX in Q4 2019 and has held it in 23 quarters since. The position peaked at $5.19M in Q4 2024. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

  • Avantax Advisory Services held 189,182 shares of Schwab US Large- Cap ETF worth $4.62M as of Q2 2025.
  • Avantax Advisory Services sold 14,177 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $321K.
  • Schwab US Large- Cap ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #470 holding.
  • Avantax Advisory Services first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • Avantax Advisory Services's Schwab US Large- Cap ETF position peaked at $5.19M in Q4 2024.
  • 1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.