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

Capital A 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
Q2 		$1.07K Sell
19
-2,709
-99% -$61.2K 0.01% 374
2025
Q1 		$60.2K Sell
2,728
-269
-9% -$6.26K 0.06% 134
2024
Q4 		$69.5K Buy
+2,997
New +$69.8K 0.12% 135

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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 $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Capital A Wealth Management's SCHX Position: Q2 2025 in Review

Capital A Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 99% in Q2 2025, selling an estimated $61.2K and leaving 19 shares worth $1.07K. The position accounts for 0.01% of the portfolio, ranked #374.

Capital A Wealth Management first reported a position in SCHX in Q4 2024 and has held it in 3 quarters since. The position peaked at $69.5K in Q4 2024. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

  • Capital A Wealth Management held 19 shares of Schwab US Large- Cap ETF worth $1.07K as of Q2 2025.
  • Capital A Wealth Management sold 2,709 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $61.2K.
  • Schwab US Large- Cap ETF made up 0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #374 holding.
  • Capital A Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Schwab US Large- Cap ETF position peaked at $69.5K in Q4 2024.
  • 1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.