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Burt Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Burt Wealth 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 		$39M Buy
1,478,970
+2,275
+0.2% +$57.8K 9.56% 2
2025
Q2 		$36.1M Buy
1,476,695
+24,991
+2% +$565K 8.25% 2
2025
Q1 		$32.1M Buy
1,451,704
+19,544
+1% +$455K 8.03% 3
2024
Q4 		$33.2M Buy
1,432,160
+20,324
+1% +$474K 8.43% 1
2024
Q3 		$31.9M Buy
1,411,836
+12,357
+0.9% +$269K 7.86% 2
2024
Q2 		$30M Sell
1,399,479
-7,458
-0.5% -$154K 7.9% 2
2024
Q1 		$29.1M Buy
1,406,937
+60,615
+5% +$1.19M 7.38% 2
2023
Q4 		$25.3M Buy
1,346,322
+27,489
+2% +$483K 7.23% 2
2023
Q3 		$22.2M Buy
1,318,833
+12,060
+0.9% +$212K 6.83% 3
2023
Q2 		$22.8M Buy
1,306,773
+61,242
+5% +$1.01M 6.87% 3
2023
Q1 		$20.1M Buy
1,245,531
+53,670
+5% +$845K 6.24% 7
2022
Q4 		$17.9M Buy
1,191,861
+367,311
+45% +$5.56M 6.01% 7
2022
Q3 		$11.6M Sell
824,550
-33,714
-4% -$529K 4.67% 8
2022
Q2 		$12.8M Buy
858,264
+1,836
+0.2% +$29.8K 4.44% 8
2022
Q1 		$15.4M Buy
856,428
+66,150
+8% +$1.17M 4.61% 8
2021
Q4 		$15M Buy
790,278
+42,636
+6% +$788K 4.9% 7
2021
Q3 		$13M Buy
747,642
+41,484
+6% +$740K 4.13% 9
2021
Q2 		$12.2M Buy
706,158
+10,752
+2% +$181K 4.42% 8
2021
Q1 		$11.1M Buy
695,406
+22,404
+3% +$351K 4.1% 9
2020
Q4 		$10.2M Buy
673,002
+50,742
+8% +$726K 3.51% 10
2020
Q3 		$8.36M Sell
622,260
-360
-0.1% -$4.78K 3.13% 10
2020
Q2 		$7.69M Buy
622,620
+72,294
+13% +$843K 3.12% 9
2020
Q1 		$5.62M Buy
550,326
+21,948
+4% +$267K 2.52% 10
2019
Q4 		$6.76M Buy
528,378
+38,862
+8% +$476K 2.64% 10
2019
Q3 		$5.79M Buy
489,516
+30,360
+7% +$358K 2.38% 10
2019
Q2 		$5.37M Buy
459,156
+41,670
+10% +$479K 2.35% 9
2019
Q1 		$4.7M Buy
417,486
+175,566
+73% +$1.9M 2.12% 10
2018
Q4 		$2.41M Buy
241,920
+215,142
+803% +$2.31M 1.14% 14
2018
Q3 		$310K Buy
26,778
+3,150
+13% +$35.8K 0.14% 60
2018
Q2 		$256K Hold
23,628
– – 0.12% 63
2018
Q1 		$248K Hold
23,628
– – 0.13% 61
2017
Q4 		$251K Hold
23,628
– – 0.16% 58
2017
Q3 		$236K Sell
23,628
-600
-2% -$5.89K 0.15% 63
2017
Q2 		$233K Hold
24,228
– – 0.16% 59
2017
Q1 		$227K Hold
24,228
– – 0.16% 58
2016
Q4 		$215K Hold
24,228
– – 0.19% 64
2016
Q3 		$208K Buy
24,228
+1,554
+7% +$13.3K 0.22% 57
2016
Q2 		$188K Buy
22,674
+510
+2% +$4.19K 0.21% 58
2016
Q1 		$180K Sell
22,164
-1,500
-6% -$11.6K 0.16% 67
2015
Q4 		$191K Buy
23,664
+5,052
+27% +$41.2K 0.15% 66
2015
Q3 		$141K Buy
18,612
+1,356
+8% +$11K 0.18% 67
2015
Q2 		$142K Sell
17,256
-1,710
-9% -$14.4K 0.15% 73
2015
Q1 		$157K Buy
18,966
+3,192
+20% +$26.3K 0.16% 65
2014
Q4 		$129K Buy
+15,774
New +$126K 0.14% 83

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Burt Wealth Advisors's SCHX Position: Q3 2025 in Review

Burt Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.15% in Q3 2025, buying an estimated $57.8K and bringing the position to 1,478,970 shares worth $39M. The position accounts for 9.56% of the portfolio, ranked #2.

Burt Wealth Advisors first reported a position in SCHX in Q4 2014 and has held it in 44 quarters since. 1,440 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • Burt Wealth Advisors held 1,478,970 shares of Schwab US Large- Cap ETF worth $39M as of Q3 2025.
  • Burt Wealth Advisors bought 2,275 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $57.8K.
  • Schwab US Large- Cap ETF made up 9.56% of Burt Wealth Advisors's portfolio in Q3 2025, its #2 holding.
  • Burt Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2014 and has held it in 44 quarters since.
  • 1,440 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.