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

Bright 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 Q3	–	Sell	-16,292	Closed	-$398K	–	64
2025 Q2	$398K	Buy	16,292 +48	+0.3%	+$1.08K	0.22%	40
2025 Q1	$359K	Buy	16,244 +50	+0.3%	+$1.16K	0.22%	40
2024 Q4	$375K	Buy	16,194 +54	+0.3%	+$1.26K	0.24%	39
2024 Q3	$365K	Buy	16,140 +99	+0.6%	+$2.16K	0.23%	35
2024 Q2	$344K	Buy	+16,041	New	+$331K	0.24%	34

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

Bright Financial Advisors's SCHX Position: Q3 2025 in Review

Bright Financial Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 16,292 shares — an estimated $398K sold.

Bright Financial Advisors first reported a position in SCHX in Q2 2024 and held it in 5 quarters. The position peaked at $398K in Q2 2025. 1,443 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

Bright Financial Advisors reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
Bright Financial Advisors sold 16,292 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $398K.
Bright Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2024 and held it in 5 quarters.
Bright Financial Advisors's Schwab US Large- Cap ETF position peaked at $398K in Q2 2025.
1,443 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Bright Financial Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.