Briaud Financial Planning’s Schwab US Large- Cap ETF SCHX Stock Holding History

Briaud Financial Planning’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	-903	Closed	-$22K	–	281
2025 Q2	$22K	Hold	903	–	–	0.01%	162
2025 Q1	$19K	Hold	903	–	–	0.01%	129
2024 Q4	$20K	Hold	903	–	–	0.01%	123
2024 Q3	$20K	Hold	903	–	–	0.01%	97
2024 Q2	$19K	Hold	903	–	–	0.01%	91
2024 Q1	$19K	Buy	+903	New	+$17.8K	0.01%	89
2023 Q4	–	Sell	-903	Closed	-$15K	–	134
2023 Q3	$15K	Buy	+903	New	+$15.8K	0.01%	97

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

Briaud Financial Planning's SCHX Position: Q3 2025 in Review

Briaud Financial Planning sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 903 shares — an estimated $22K sold.

Briaud Financial Planning first reported a position in SCHX in Q3 2023 and held it in 7 quarters. The position peaked at $22K in Q2 2025. 1,445 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

Briaud Financial Planning reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 903 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $22K.
Briaud Financial Planning first reported a position in Schwab US Large- Cap ETF in Q3 2023 and held it in 7 quarters.
Briaud Financial Planning's Schwab US Large- Cap ETF position peaked at $22K in Q2 2025.
1,445 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.