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

Bragg Financial 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
-8,864
Closed -$233K – 356
2025
Q3 		$233K Buy
+8,864
New +$225K 0.01% 331

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MGIA
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HSA
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Bragg Financial Advisors's SCHX Position: Q4 2025 in Review

Bragg Financial Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 8,864 shares — an estimated $233K sold.

Bragg Financial Advisors first reported a position in SCHX in Q3 2025 and held it in 1 quarter. The position peaked at $233K in Q3 2025. 1,557 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • Bragg Financial Advisors reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Bragg Financial Advisors sold 8,864 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $233K.
  • Bragg Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2025 and held it in 1 quarter.
  • Bragg Financial Advisors's Schwab US Large- Cap ETF position peaked at $233K in Q3 2025.
  • 1,557 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Bragg Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.