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Aveo Capital Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Aveo Capital Partners’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
-11,130
Closed -$258K – 297
2024
Q4 		$258K Sell
11,130
-5,124
-32% -$119K 0.03% 309
2024
Q3 		$368K Hold
16,254
– – 0.04% 249
2024
Q2 		$348K Hold
16,254
– – 0.04% 240
2024
Q1 		$328K Buy
16,254
+5,124
+46% +$101K 0.04% 276
2023
Q4 		$209K Buy
+11,130
New +$195K 0.03% 323

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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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Aveo Capital Partners's SCHX Position: Q1 2025 in Review

Aveo Capital Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 11,130 shares — an estimated $258K sold.

Aveo Capital Partners first reported a position in SCHX in Q4 2023 and held it in 5 quarters. The position peaked at $368K in Q3 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • Aveo Capital Partners reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 11,130 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $258K.
  • Aveo Capital Partners first reported a position in Schwab US Large- Cap ETF in Q4 2023 and held it in 5 quarters.
  • Aveo Capital Partners's Schwab US Large- Cap ETF position peaked at $368K in Q3 2024.
  • 1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.