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

Bullock 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 Q4	–	Sell	-75	Closed	-$1.98K	–	622
2025 Q3	$1.98K	Hold	75	–	–	﹤0.01%	535
2025 Q2	$1.83K	Hold	75	–	–	﹤0.01%	507
2025 Q1	$1.66K	Hold	75	–	–	﹤0.01%	509
2024 Q4	$1.74K	Hold	75	–	–	﹤0.01%	512
2024 Q3	$1.68K	Hold	75	–	–	﹤0.01%	500
2024 Q2	$1.61K	Hold	75	–	–	﹤0.01%	483
2024 Q1	$1.55K	Buy	+75	New	+$1.48K	﹤0.01%	496

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 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

Bullock Wealth Management's SCHX Position: Q4 2025 in Review

Bullock Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 75 shares — an estimated $1.98K sold.

Bullock Wealth Management first reported a position in SCHX in Q1 2024 and held it in 7 quarters. The position peaked at $1.98K in Q3 2025. 1,557 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Bullock Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
Bullock Wealth Management sold 75 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $1.98K.
Bullock Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2024 and held it in 7 quarters.
Bullock Wealth Management's Schwab US Large- Cap ETF position peaked at $1.98K in Q3 2025.
1,557 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Bullock Wealth Management's 13F filing for Q4 2025, filed 10 Sep 2026.