BOS Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

BOS Asset 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 Q3	–	Sell	-13,332	Closed	-$326K	–	195
2025 Q2	$326K	Hold	13,332	–	–	0.1%	129
2025 Q1	$294K	Hold	13,332	–	–	0.1%	126
2024 Q4	$309K	Hold	13,332	–	–	0.11%	118
2024 Q3	$302K	Hold	13,332	–	–	0.11%	118
2024 Q2	$286K	Sell	13,332 -1,110	-8%	-$22.9K	0.13%	118
2024 Q1	$299K	Sell	14,442 -36,156	-71%	-$712K	0.16%	105
2023 Q4	$951K	Buy	+50,598	New	+$889K	0.65%	37

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

BOS Asset Management's SCHX Position: Q3 2025 in Review

BOS Asset Management sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 13,332 shares — an estimated $326K sold.

BOS Asset Management first reported a position in SCHX in Q4 2023 and held it in 7 quarters. The position peaked at $951K in Q4 2023. 1,443 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

BOS Asset Management reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
BOS Asset Management sold 13,332 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $326K.
BOS Asset Management first reported a position in Schwab US Large- Cap ETF in Q4 2023 and held it in 7 quarters.
BOS Asset Management's Schwab US Large- Cap ETF position peaked at $951K in Q4 2023.
1,443 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on BOS Asset Management's 13F filing for Q3 2025, filed 21 Oct 2025.