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Ball & Co Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Ball & Co 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
Q1 		– Sell
-3,121
Closed -$72K – 70
2024
Q4 		$72K Buy
+3,121
New +$72.7K 0.06% 26

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HSA
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MGIA
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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

Ball & Co Wealth Management's SCHX Position: Q1 2025 in Review

Ball & Co Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 3,121 shares — an estimated $72K sold.

Ball & Co Wealth Management first reported a position in SCHX in Q4 2024 and held it in 1 quarter. The position peaked at $72K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • Ball & Co Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Ball & Co Wealth Management sold 3,121 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $72K.
  • Ball & Co Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 1 quarter.
  • Ball & Co Wealth Management's Schwab US Large- Cap ETF position peaked at $72K in Q4 2024.
  • 1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Ball & Co Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.