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	–	486
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	–	367
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 Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SFG

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bellwether Advisors's SCHX Position: Q3 2025 in Review

Bellwether Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 1,390 shares — an estimated $34K sold.

Bellwether Advisors first reported a position in SCHX in Q4 2020 and held it in 13 quarters. The position peaked at $34K in Q2 2025. 1,443 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

Bellwether Advisors reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 1,390 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $34K.
Bellwether Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's Schwab US Large- Cap ETF position peaked at $34K in Q2 2025.
1,443 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.