Brass Tax Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Brass Tax Wealth 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	$394K	Sell	14,964 -505,922	-97%	-$12.8M	0.07%	146
2025 Q2	$12.7M	Buy	520,886 +26,505	+5%	+$599K	2.45%	11
2025 Q1	$10.9M	Sell	494,381 -4,995	-1%	-$116K	2.29%	12
2024 Q4	$11.6M	Buy	499,376 +24,233	+5%	+$565K	2.44%	12
2024 Q3	$10.7M	Buy	+475,143	New	+$10.4M	2.3%	12

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 $5.05B AUM 16.64% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $70.8B AUM 21.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Brass Tax Wealth Management's SCHX Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 97% in Q3 2025, selling an estimated $12.8M and leaving 14,964 shares worth $394K. The position accounts for 0.07% of the portfolio, ranked #146.

Brass Tax Wealth Management first reported a position in SCHX in Q3 2024 and has held it in 5 quarters since. The position peaked at $12.7M in Q2 2025. 1,440 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

Brass Tax Wealth Management held 14,964 shares of Schwab US Large- Cap ETF worth $394K as of Q3 2025.
Brass Tax Wealth Management sold 505,922 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $12.8M.
Schwab US Large- Cap ETF made up 0.07% of Brass Tax Wealth Management's portfolio in Q3 2025, its #146 holding.
Brass Tax Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 5 quarters since.
Brass Tax Wealth Management's Schwab US Large- Cap ETF position peaked at $12.7M in Q2 2025.
1,440 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.