BA
SCHX icon

Bellwether Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bellwether Advisors’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
Q3 		– Sell
-1,390
Closed -$34K – 487
2025
Q2 		$34K Buy
1,390
+3
+0.2% +$68 0.01% 248
2025
Q1 		$30.6K Buy
1,387
+4
+0.3% +$93 0.01% 245
2024
Q4 		$32.1K Buy
+1,383
New +$32.2K 0.01% 256
2023
Q2 		– Sell
-138
Closed -$2.23K – 384
2023
Q1 		$2.23K Hold
138
– – ﹤0.01% 337
2022
Q4 		$2.08K Hold
138
– – ﹤0.01% 353
2022
Q3 		$1K Hold
138
– – ﹤0.01% 446
2022
Q2 		$2K Hold
138
– – ﹤0.01% 340
2022
Q1 		$2K Hold
138
– – ﹤0.01% 474
2021
Q4 		$2K Hold
138
– – ﹤0.01% 513
2021
Q3 		$2K Hold
138
– – ﹤0.01% 485
2021
Q2 		$2K Hold
138
– – ﹤0.01% 379
2021
Q1 		$2K Hold
138
– – ﹤0.01% 348
2020
Q4 		$2K Buy
+138
New +$1.98K ﹤0.01% 304

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $1.54B AUM 16.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return