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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

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MGIA
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HSA
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SEI Investments
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Northwestern Mutual Wealth Management
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SFG
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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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return