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BLB&B Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

BLB&B 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
Q4 		– Sell
-7,634
Closed -$201K – 285
2025
Q3 		$201K Buy
+7,634
New +$194K 0.01% 272
2025
Q2 		– Sell
-10,634
Closed -$235K – 279
2025
Q1 		$235K Buy
+10,634
New +$248K 0.01% 249
2024
Q4 		– Sell
-20,058
Closed -$454K – 285
2024
Q3 		$454K Buy
+20,058
New +$437K 0.02% 181
2024
Q1 		– Sell
-25,110
Closed -$472K – 281
2023
Q4 		$472K Buy
25,110
+3,654
+17% +$64.2K 0.03% 167
2023
Q3 		$362K Hold
21,456
– – 0.03% 177
2023
Q2 		$375K Buy
+21,456
New +$354K 0.03% 180

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 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